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
3951
$3K ﹤0.01%
42
3952
$3K ﹤0.01%
130
3953
$3K ﹤0.01%
110
3954
$3K ﹤0.01%
101
3955
$3K ﹤0.01%
149
3956
$3K ﹤0.01%
2
3957
$3K ﹤0.01%
41
3958
$3K ﹤0.01%
303
3959
$3K ﹤0.01%
200
3960
$3K ﹤0.01%
70
3961
$3K ﹤0.01%
50
3962
$3K ﹤0.01%
138
3963
$3K ﹤0.01%
43
3964
$3K ﹤0.01%
9
3965
$3K ﹤0.01%
12
3966
$3K ﹤0.01%
600
3967
$3K ﹤0.01%
57
3968
$3K ﹤0.01%
100
3969
$3K ﹤0.01%
100
3970
$3K ﹤0.01%
4,000
3971
$3K ﹤0.01%
69
3972
$3K ﹤0.01%
20
3973
$3K ﹤0.01%
137
3974
$3K ﹤0.01%
160
3975
$3K ﹤0.01%
61