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
4351
0
4352
0
4353
$1K ﹤0.01%
66
4354
$1K ﹤0.01%
87
4355
$1K ﹤0.01%
111
4356
$1K ﹤0.01%
11
4357
$1K ﹤0.01%
4
4358
$1K ﹤0.01%
30
4359
$1K ﹤0.01%
14
4360
$1K ﹤0.01%
100
4361
$1K ﹤0.01%
32
4362
$1K ﹤0.01%
13
4363
$1K ﹤0.01%
21
4364
$1K ﹤0.01%
5
4365
$1K ﹤0.01%
14
4366
$1K ﹤0.01%
12
4367
$1K ﹤0.01%
24
4368
$1K ﹤0.01%
5
4369
$1K ﹤0.01%
11
4370
$1K ﹤0.01%
2
4371
$1K ﹤0.01%
1
4372
$1K ﹤0.01%
6,660
4373
$1K ﹤0.01%
20
4374
$1K ﹤0.01%
130
4375
0