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
401
$1.66M 0.05%
47,556
402
$1.66M 0.05%
8,074
403
$1.66M 0.05%
55,261
404
$1.66M 0.05%
32,900
405
$1.66M 0.05%
67,469
406
$1.65M 0.05%
11,625
407
$1.65M 0.05%
28,370
408
$1.65M 0.05%
9,423
409
$1.65M 0.05%
21,744
410
$1.65M 0.05%
19,437
411
$1.64M 0.05%
16,842
412
$1.63M 0.05%
64,118
413
$1.63M 0.05%
32,538
414
$1.63M 0.05%
64,402
415
$1.62M 0.05%
36,079
416
$1.62M 0.05%
93,739
417
$1.62M 0.05%
21,240
418
$1.62M 0.05%
21,054
419
$1.61M 0.05%
27,450
420
$1.61M 0.05%
13,277
421
$1.59M 0.05%
34,644
422
$1.59M 0.05%
14,422
423
$1.58M 0.05%
10,653
424
$1.58M 0.05%
56,315
425
$1.57M 0.05%
48,850