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
4401
$1K ﹤0.01%
21
4402
$1K ﹤0.01%
28
4403
$1K ﹤0.01%
32
4404
$1K ﹤0.01%
400
4405
$1K ﹤0.01%
18
4406
$1K ﹤0.01%
30
4407
$1K ﹤0.01%
5
4408
$1K ﹤0.01%
15
4409
$1K ﹤0.01%
5
4410
$1K ﹤0.01%
1,001
4411
$1K ﹤0.01%
23
4412
$1K ﹤0.01%
18
4413
$1K ﹤0.01%
13
4414
0
4415
$1K ﹤0.01%
50
4416
$1K ﹤0.01%
7
4417
$1K ﹤0.01%
26
4418
$1K ﹤0.01%
14
4419
$1K ﹤0.01%
100
4420
$1K ﹤0.01%
8
4421
$1K ﹤0.01%
14
4422
$1K ﹤0.01%
200
4423
$1K ﹤0.01%
105
4424
$1K ﹤0.01%
45
4425
$1K ﹤0.01%
5