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
1376
$169K 0.01%
21,402
1377
$168K 0.01%
718
1378
$168K 0.01%
1,746
1379
$168K 0.01%
12,210
1380
$168K 0.01%
5,950
1381
$168K 0.01%
5,331
1382
$168K 0.01%
3,444
1383
$167K 0.01%
1,394
1384
$167K 0.01%
4,530
1385
$167K 0.01%
12,166
1386
$166K 0.01%
10,982
1387
$166K 0.01%
3,921
1388
$166K 0.01%
3,487
1389
$166K 0.01%
3,333
1390
$166K 0.01%
1,899
1391
$165K 0.01%
2,233
1392
$165K 0.01%
1,500
1393
$165K 0.01%
2,677
1394
$165K 0.01%
5,366
1395
$165K 0.01%
5,403
1396
$164K 0.01%
9,725
1397
$164K 0.01%
5,977
1398
$164K 0.01%
2,836
1399
$164K 0.01%
2,304
1400
$164K 0.01%
2,372