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
426
$1.57M 0.05%
4,500
427
$1.57M 0.05%
17,769
428
$1.56M 0.05%
62,481
429
$1.56M 0.05%
74,764
430
$1.56M 0.05%
27,471
431
$1.56M 0.05%
74,015
432
$1.56M 0.05%
10,034
433
$1.56M 0.05%
29,892
434
$1.56M 0.05%
28,316
435
$1.55M 0.05%
31,122
436
$1.54M 0.05%
15,426
437
$1.54M 0.05%
41,541
438
$1.54M 0.05%
58,232
439
$1.53M 0.05%
67,775
440
$1.52M 0.05%
17,873
441
0
442
$1.52M 0.05%
32,672
443
$1.51M 0.05%
50,745
444
$1.5M 0.05%
24,968
445
$1.5M 0.05%
43,423
446
$1.49M 0.05%
13,803
447
$1.49M 0.05%
74,029
448
$1.48M 0.05%
35,458
449
$1.48M 0.05%
28,281
450
$1.47M 0.05%
149,574