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
4501
$1K ﹤0.01%
10
4502
$1K ﹤0.01%
6
4503
$1K ﹤0.01%
205
4504
$1K ﹤0.01%
12
+9
4505
$1K ﹤0.01%
4
4506
$1K ﹤0.01%
8
4507
$1K ﹤0.01%
3
4508
$1K ﹤0.01%
2
4509
$1K ﹤0.01%
265
4510
$1K ﹤0.01%
47
4511
$1K ﹤0.01%
40
4512
$1K ﹤0.01%
1
4513
$1K ﹤0.01%
2
4514
$1K ﹤0.01%
5
4515
$1K ﹤0.01%
162
4516
$1K ﹤0.01%
22
4517
$1K ﹤0.01%
50
4518
$1K ﹤0.01%
13
4519
$1K ﹤0.01%
24
4520
$1K ﹤0.01%
179
4521
$1K ﹤0.01%
16
4522
$1K ﹤0.01%
26
4523
$1K ﹤0.01%
32
4524
$1K ﹤0.01%
55
4525
$1K ﹤0.01%
10