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
4376
$1K ﹤0.01%
3
4377
$1K ﹤0.01%
70
4378
$1K ﹤0.01%
39
4379
$1K ﹤0.01%
2
4380
$1K ﹤0.01%
100
4381
$1K ﹤0.01%
6
4382
$1K ﹤0.01%
54
4383
$1K ﹤0.01%
17
4384
$1K ﹤0.01%
103
4385
$1K ﹤0.01%
111
4386
$1K ﹤0.01%
3
4387
$1K ﹤0.01%
8
4388
$1K ﹤0.01%
67
4389
$1K ﹤0.01%
50
4390
$1K ﹤0.01%
2
4391
$1K ﹤0.01%
6
4392
$1K ﹤0.01%
39
4393
$1K ﹤0.01%
21
4394
$1K ﹤0.01%
2
4395
$1K ﹤0.01%
54
4396
$1K ﹤0.01%
113
4397
$1K ﹤0.01%
58
4398
$1K ﹤0.01%
8
4399
$1K ﹤0.01%
73
4400
$1K ﹤0.01%
5