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
4326
$1K ﹤0.01%
11
4327
$1K ﹤0.01%
25
4328
$1K ﹤0.01%
500
4329
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166
4330
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11
4331
$1K ﹤0.01%
52
4332
$1K ﹤0.01%
5
4333
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24
4334
$1K ﹤0.01%
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4335
$1K ﹤0.01%
1
4336
$1K ﹤0.01%
103
4337
$1K ﹤0.01%
3
4338
$1K ﹤0.01%
34
4339
$1K ﹤0.01%
8
4340
$1K ﹤0.01%
31
4341
$1K ﹤0.01%
8
4342
$1K ﹤0.01%
35
4343
$1K ﹤0.01%
50
4344
$1K ﹤0.01%
1
4345
$1K ﹤0.01%
14
4346
$1K ﹤0.01%
27
4347
$1K ﹤0.01%
8
4348
$1K ﹤0.01%
200
4349
$1K ﹤0.01%
200
4350
$1K ﹤0.01%
5