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
3826
$5K ﹤0.01%
200
3827
$5K ﹤0.01%
300
3828
$5K ﹤0.01%
100
3829
$5K ﹤0.01%
319
3830
$5K ﹤0.01%
200
3831
$5K ﹤0.01%
92
3832
$5K ﹤0.01%
145
3833
$5K ﹤0.01%
190
3834
$5K ﹤0.01%
42
3835
$5K ﹤0.01%
48
3836
$5K ﹤0.01%
100
3837
$5K ﹤0.01%
149
3838
$5K ﹤0.01%
165
3839
$5K ﹤0.01%
200
3840
$5K ﹤0.01%
141
3841
$5K ﹤0.01%
6
3842
$5K ﹤0.01%
700
3843
0
3844
$5K ﹤0.01%
242
3845
$5K ﹤0.01%
250
3846
$5K ﹤0.01%
2,000
3847
$5K ﹤0.01%
277
3848
$5K ﹤0.01%
2,000
3849
$5K ﹤0.01%
3,400
3850
$5K ﹤0.01%
500