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
3876
$4K ﹤0.01%
192
3877
$4K ﹤0.01%
116
3878
$4K ﹤0.01%
200
3879
$4K ﹤0.01%
250
3880
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500
3881
$4K ﹤0.01%
102
3882
$4K ﹤0.01%
69
3883
$4K ﹤0.01%
4
3884
$4K ﹤0.01%
60
3885
$4K ﹤0.01%
191
3886
$4K ﹤0.01%
200
3887
$4K ﹤0.01%
347
3888
$4K ﹤0.01%
50
3889
$4K ﹤0.01%
160
3890
$4K ﹤0.01%
142
3891
$4K ﹤0.01%
300
3892
$4K ﹤0.01%
1
3893
$4K ﹤0.01%
90
3894
$4K ﹤0.01%
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3895
$4K ﹤0.01%
53
3896
$4K ﹤0.01%
200
3897
$4K ﹤0.01%
8
3898
$4K ﹤0.01%
1,040
3899
$4K ﹤0.01%
120
3900
$4K ﹤0.01%
322