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
4526
$1K ﹤0.01%
71
4527
$1K ﹤0.01%
38
4528
$1K ﹤0.01%
34
4529
$1K ﹤0.01%
10
4530
$1K ﹤0.01%
115
4531
$1K ﹤0.01%
21
4532
$1K ﹤0.01%
65
4533
$1K ﹤0.01%
43
4534
$1K ﹤0.01%
50
4535
0
4536
$1K ﹤0.01%
120
4537
$1K ﹤0.01%
32
4538
$1K ﹤0.01%
48
4539
$1K ﹤0.01%
21