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
4001
$3K ﹤0.01%
141
4002
$3K ﹤0.01%
43
4003
$3K ﹤0.01%
17
4004
$3K ﹤0.01%
45
4005
$3K ﹤0.01%
7
4006
$3K ﹤0.01%
71
4007
$3K ﹤0.01%
8
4008
$3K ﹤0.01%
103
4009
$3K ﹤0.01%
157
4010
$3K ﹤0.01%
35
4011
$3K ﹤0.01%
155
4012
$3K ﹤0.01%
7
4013
$3K ﹤0.01%
52
4014
$3K ﹤0.01%
75
4015
$3K ﹤0.01%
97
4016
$3K ﹤0.01%
1
4017
$3K ﹤0.01%
74
4018
$3K ﹤0.01%
131
4019
$3K ﹤0.01%
24
4020
$3K ﹤0.01%
300
4021
$3K ﹤0.01%
2,500
4022
$3K ﹤0.01%
20
4023
$3K ﹤0.01%
55
4024
$3K ﹤0.01%
80
4025
$3K ﹤0.01%
34