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
4276
$1K ﹤0.01%
107
4277
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25
4278
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11
4279
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15
4280
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40
4281
0
4282
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5
4283
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4284
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4285
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4286
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4
4287
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3
4288
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4289
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27
4290
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16
4291
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18
4292
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7
4293
$1K ﹤0.01%
1
4294
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3
4295
$1K ﹤0.01%
15
4296
$1K ﹤0.01%
6
4297
$1K ﹤0.01%
86
4298
$1K ﹤0.01%
1
4299
$1K ﹤0.01%
8
4300
0