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
1276
$202K 0.01%
8,038
1277
$202K 0.01%
8,540
-313
1278
$201K 0.01%
7,778
1279
$201K 0.01%
6,584
1280
$201K 0.01%
6,445
1281
$201K 0.01%
9,213
1282
$199K 0.01%
1,914
1283
$199K 0.01%
5,187
1284
$198K 0.01%
10,872
1285
$198K 0.01%
14,000
1286
$197K 0.01%
3,326
1287
$197K 0.01%
708
1288
$197K 0.01%
2,808
1289
$197K 0.01%
982
1290
$196K 0.01%
4,989
1291
$196K 0.01%
2,586
1292
$196K 0.01%
7,788
1293
$195K 0.01%
8,761
1294
$195K 0.01%
1,034
1295
$195K 0.01%
2,723
1296
$195K 0.01%
3,440
1297
$195K 0.01%
4,125
1298
$195K 0.01%
7,708
1299
$194K 0.01%
7,832
1300
$194K 0.01%
3,555