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
4301
$1K ﹤0.01%
15
4302
0
4303
$1K ﹤0.01%
50
4304
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75
4305
$1K ﹤0.01%
101
4306
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91
4307
$1K ﹤0.01%
10
4308
$1K ﹤0.01%
108
4309
$1K ﹤0.01%
3
4310
$1K ﹤0.01%
30
4311
$1K ﹤0.01%
595
4312
$1K ﹤0.01%
87
4313
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1
4314
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111
4315
$1K ﹤0.01%
41
4316
$1K ﹤0.01%
25
4317
$1K ﹤0.01%
7
4318
$1K ﹤0.01%
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4319
$1K ﹤0.01%
100
4320
$1K ﹤0.01%
4
4321
$1K ﹤0.01%
30
4322
$1K ﹤0.01%
2
4323
$1K ﹤0.01%
200
4324
$1K ﹤0.01%
100
4325
$1K ﹤0.01%
3