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
3976
$3K ﹤0.01%
23
3977
$3K ﹤0.01%
400
3978
$3K ﹤0.01%
100
3979
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137
3980
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3981
$3K ﹤0.01%
56
3982
$3K ﹤0.01%
51
3983
$3K ﹤0.01%
174
3984
$3K ﹤0.01%
100
3985
$3K ﹤0.01%
58
3986
$3K ﹤0.01%
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3987
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16
3988
$3K ﹤0.01%
400
3989
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205
3990
$3K ﹤0.01%
336
3991
$3K ﹤0.01%
90
3992
$3K ﹤0.01%
46
3993
$3K ﹤0.01%
52
3994
$3K ﹤0.01%
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3995
$3K ﹤0.01%
22
3996
$3K ﹤0.01%
31
3997
$3K ﹤0.01%
147
3998
$3K ﹤0.01%
154
3999
$3K ﹤0.01%
200
4000
$3K ﹤0.01%
94