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
1751
$91K ﹤0.01%
1,600
1752
$91K ﹤0.01%
2,558
1753
$90K ﹤0.01%
3,257
1754
$90K ﹤0.01%
1,348
1755
$90K ﹤0.01%
431
1756
$90K ﹤0.01%
7,265
1757
$90K ﹤0.01%
303
1758
$90K ﹤0.01%
1,516
1759
$90K ﹤0.01%
4,619
1760
$90K ﹤0.01%
1,407
1761
$89K ﹤0.01%
1,770
1762
$89K ﹤0.01%
14,863
1763
$89K ﹤0.01%
3,042
1764
$89K ﹤0.01%
3,095
1765
$89K ﹤0.01%
2,213
1766
$89K ﹤0.01%
1,727
1767
$89K ﹤0.01%
493
1768
$89K ﹤0.01%
981
1769
$89K ﹤0.01%
2,536
1770
$89K ﹤0.01%
323
1771
$88K ﹤0.01%
3,806
1772
$88K ﹤0.01%
1,680
1773
$88K ﹤0.01%
2,398
1774
$88K ﹤0.01%
7,600
1775
$88K ﹤0.01%
2,082