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
3851
$5K ﹤0.01%
188
3852
$5K ﹤0.01%
1,271
3853
$5K ﹤0.01%
260
3854
$5K ﹤0.01%
309
3855
$5K ﹤0.01%
68
3856
$4K ﹤0.01%
1,100
3857
$4K ﹤0.01%
86
3858
$4K ﹤0.01%
500
3859
$4K ﹤0.01%
50
3860
$4K ﹤0.01%
500
3861
$4K ﹤0.01%
18
3862
$4K ﹤0.01%
370
3863
$4K ﹤0.01%
249
3864
$4K ﹤0.01%
60
3865
$4K ﹤0.01%
129
3866
$4K ﹤0.01%
267
3867
$4K ﹤0.01%
475
3868
$4K ﹤0.01%
29
3869
$4K ﹤0.01%
195
3870
$4K ﹤0.01%
66
3871
$4K ﹤0.01%
298
3872
$4K ﹤0.01%
300
3873
$4K ﹤0.01%
129
3874
$4K ﹤0.01%
166
3875
0