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
4051
$3K ﹤0.01%
63
4052
$3K ﹤0.01%
375
4053
$3K ﹤0.01%
58
4054
$3K ﹤0.01%
255
4055
$3K ﹤0.01%
21
4056
$3K ﹤0.01%
132
4057
$3K ﹤0.01%
1,000
4058
$3K ﹤0.01%
300
4059
$3K ﹤0.01%
100
4060
$3K ﹤0.01%
5
4061
$3K ﹤0.01%
78
4062
$3K ﹤0.01%
27
4063
$3K ﹤0.01%
116
4064
$3K ﹤0.01%
54
4065
$3K ﹤0.01%
19
4066
0
4067
$3K ﹤0.01%
150
4068
$3K ﹤0.01%
1
4069
$2K ﹤0.01%
208
4070
$2K ﹤0.01%
70
4071
$2K ﹤0.01%
4
4072
$2K ﹤0.01%
103
4073
$2K ﹤0.01%
110
4074
$2K ﹤0.01%
125
4075
$2K ﹤0.01%
500