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
2026
$60K ﹤0.01%
4,182
2027
$60K ﹤0.01%
2,676
2028
$60K ﹤0.01%
1,244
2029
$60K ﹤0.01%
2,342
2030
$60K ﹤0.01%
3,282
2031
$60K ﹤0.01%
3,548
2032
$60K ﹤0.01%
1,600
2033
$60K ﹤0.01%
4,433
2034
$59K ﹤0.01%
1,210
2035
$59K ﹤0.01%
2,124
2036
$59K ﹤0.01%
2,371
2037
$59K ﹤0.01%
2,000
2038
$59K ﹤0.01%
1,570
2039
$59K ﹤0.01%
1,290
2040
$59K ﹤0.01%
1,553
2041
$59K ﹤0.01%
1,416
2042
$59K ﹤0.01%
2,550
2043
$59K ﹤0.01%
612
2044
$59K ﹤0.01%
741
2045
$59K ﹤0.01%
52
2046
$59K ﹤0.01%
18,000
2047
$59K ﹤0.01%
3,800
2048
$59K ﹤0.01%
8,507
2049
$59K ﹤0.01%
334
2050
$59K ﹤0.01%
524