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
4476
$1K ﹤0.01%
300
4477
$1K ﹤0.01%
15
4478
$1K ﹤0.01%
11
4479
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4
4480
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10
4481
$1K ﹤0.01%
1
4482
$1K ﹤0.01%
6
4483
$1K ﹤0.01%
160
4484
$1K ﹤0.01%
11
4485
$1K ﹤0.01%
19
4486
0
4487
$1K ﹤0.01%
20
4488
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2
4489
$1K ﹤0.01%
165
4490
$1K ﹤0.01%
7
4491
$1K ﹤0.01%
65
4492
$1K ﹤0.01%
4
4493
$1K ﹤0.01%
10
4494
$1K ﹤0.01%
184
4495
$1K ﹤0.01%
50
4496
$1K ﹤0.01%
5
4497
$1K ﹤0.01%
4
4498
$1K ﹤0.01%
27
4499
$1K ﹤0.01%
40
4500
$1K ﹤0.01%
87