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
1426
$156K 0.01%
776
1427
$156K 0.01%
4,903
1428
$155K 0.01%
6,808
1429
$155K 0.01%
3,005
1430
$155K 0.01%
4,474
1431
$155K 0.01%
5,332
1432
$155K 0.01%
3,411
1433
$155K 0.01%
1,508
1434
$155K 0.01%
1,143
1435
$154K ﹤0.01%
6,183
1436
$154K ﹤0.01%
5,199
1437
$154K ﹤0.01%
4,900
1438
$154K ﹤0.01%
6,652
1439
$154K ﹤0.01%
6,072
1440
$154K ﹤0.01%
7,402
1441
$154K ﹤0.01%
5,027
1442
$153K ﹤0.01%
2,907
1443
$153K ﹤0.01%
1,850
1444
$153K ﹤0.01%
990
1445
$153K ﹤0.01%
4,673
1446
$153K ﹤0.01%
4,913
1447
$153K ﹤0.01%
749
1448
$152K ﹤0.01%
2,935
1449
$152K ﹤0.01%
17,926
1450
$152K ﹤0.01%
5,376