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
1826
$81K ﹤0.01%
9,611
1827
$81K ﹤0.01%
3,065
1828
$81K ﹤0.01%
2,730
1829
$81K ﹤0.01%
3,017
1830
$81K ﹤0.01%
3,179
1831
$81K ﹤0.01%
3,596
1832
$80K ﹤0.01%
854
1833
$80K ﹤0.01%
11,395
1834
$80K ﹤0.01%
3,184
1835
$80K ﹤0.01%
1,350
1836
$80K ﹤0.01%
4,600
1837
$80K ﹤0.01%
50,000
1838
$79K ﹤0.01%
5,526
1839
$79K ﹤0.01%
3,552
1840
$79K ﹤0.01%
2,400
1841
$79K ﹤0.01%
4,573
1842
$79K ﹤0.01%
1,271
1843
$79K ﹤0.01%
1,112
1844
$79K ﹤0.01%
27,412
1845
$79K ﹤0.01%
1,289
1846
$79K ﹤0.01%
718
1847
$79K ﹤0.01%
694
1848
$79K ﹤0.01%
5,522
1849
$79K ﹤0.01%
7,400
1850
$79K ﹤0.01%
1,490