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
4026
$3K ﹤0.01%
165
4027
$3K ﹤0.01%
103
4028
$3K ﹤0.01%
42
4029
$3K ﹤0.01%
5
4030
$3K ﹤0.01%
125
4031
$3K ﹤0.01%
24
4032
$3K ﹤0.01%
30
4033
$3K ﹤0.01%
200
4034
$3K ﹤0.01%
21
4035
$3K ﹤0.01%
500
4036
$3K ﹤0.01%
712
4037
$3K ﹤0.01%
233
4038
$3K ﹤0.01%
110
4039
$3K ﹤0.01%
109
4040
$3K ﹤0.01%
17
4041
$3K ﹤0.01%
220
4042
$3K ﹤0.01%
68
4043
$3K ﹤0.01%
13
4044
$3K ﹤0.01%
84
4045
$3K ﹤0.01%
12
4046
$3K ﹤0.01%
12
4047
$3K ﹤0.01%
185
4048
$3K ﹤0.01%
1,000
4049
$3K ﹤0.01%
7,000
4050
$3K ﹤0.01%
30