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
1551
$124K ﹤0.01%
2,296
1552
$124K ﹤0.01%
2,511
1553
$124K ﹤0.01%
535
1554
$124K ﹤0.01%
13,013
1555
$123K ﹤0.01%
438
1556
$123K ﹤0.01%
8,595
1557
$123K ﹤0.01%
866
1558
$123K ﹤0.01%
8,789
1559
$123K ﹤0.01%
5,685
1560
$123K ﹤0.01%
9,510
1561
$123K ﹤0.01%
2,457
1562
$122K ﹤0.01%
3,750
1563
$121K ﹤0.01%
9,609
1564
$121K ﹤0.01%
1,605
1565
$121K ﹤0.01%
7,577
1566
$121K ﹤0.01%
133
1567
$121K ﹤0.01%
2,706
1568
$121K ﹤0.01%
497
1569
$121K ﹤0.01%
163,423
1570
$121K ﹤0.01%
602
1571
$121K ﹤0.01%
2,019
1572
$121K ﹤0.01%
419
1573
$120K ﹤0.01%
1,510
1574
$120K ﹤0.01%
3,955
1575
$120K ﹤0.01%
4,959