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
3926
$4K ﹤0.01%
433
3927
$4K ﹤0.01%
250
3928
$4K ﹤0.01%
88
3929
$4K ﹤0.01%
375
3930
$4K ﹤0.01%
175
3931
$4K ﹤0.01%
1,300
3932
$4K ﹤0.01%
10
3933
$4K ﹤0.01%
193
3934
$4K ﹤0.01%
93
3935
$4K ﹤0.01%
14
3936
$4K ﹤0.01%
47
3937
$4K ﹤0.01%
181
3938
$4K ﹤0.01%
416
3939
0
3940
$4K ﹤0.01%
43
3941
$4K ﹤0.01%
142
3942
$4K ﹤0.01%
867
3943
$4K ﹤0.01%
15
3944
$4K ﹤0.01%
500
3945
$4K ﹤0.01%
222
3946
$4K ﹤0.01%
200
3947
$3K ﹤0.01%
230
3948
$3K ﹤0.01%
111
3949
$3K ﹤0.01%
51
3950
$3K ﹤0.01%
16