IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,540
New
Increased
Reduced
Closed

Top Buys

1 +$377K
2 +$76K
3 +$53.8K
4
HIVE
HIVE Digital Technologies
HIVE
+$52K
5
IVR icon
Invesco Mortgage Capital
IVR
+$48.6K

Top Sells

1 +$1.52B
2 +$22.6M
3 +$9.68M
4
T icon
AT&T
T
+$3.42M
5
XYL icon
Xylem
XYL
+$2.61M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.77%
3 Financials 3.89%
4 Industrials 3.05%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$5K ﹤0.01%
245
3802
$5K ﹤0.01%
67
3803
$5K ﹤0.01%
300
3804
$5K ﹤0.01%
74
3805
$5K ﹤0.01%
31
3806
$5K ﹤0.01%
500
3807
$5K ﹤0.01%
54
3808
$5K ﹤0.01%
72
3809
$5K ﹤0.01%
82
3810
$5K ﹤0.01%
114
3811
$5K ﹤0.01%
405
3812
$5K ﹤0.01%
200
3813
$5K ﹤0.01%
257
3814
$5K ﹤0.01%
10
3815
$5K ﹤0.01%
85
3816
$5K ﹤0.01%
80
3817
$5K ﹤0.01%
178
3818
$5K ﹤0.01%
184
3819
$5K ﹤0.01%
265
3820
$5K ﹤0.01%
295
3821
$5K ﹤0.01%
114
3822
$5K ﹤0.01%
130
3823
0
3824
$5K ﹤0.01%
416
3825
$5K ﹤0.01%
156