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
2126
$53K ﹤0.01%
1,243
2127
$53K ﹤0.01%
540
2128
$53K ﹤0.01%
2,073
2129
$53K ﹤0.01%
1,045
2130
$53K ﹤0.01%
905
2131
$53K ﹤0.01%
1,051
2132
$53K ﹤0.01%
31,981
2133
$53K ﹤0.01%
923
2134
$53K ﹤0.01%
2,027
2135
$53K ﹤0.01%
841
2136
$53K ﹤0.01%
690
2137
$52K ﹤0.01%
1,983
2138
$52K ﹤0.01%
2,000
2139
$52K ﹤0.01%
642
2140
$52K ﹤0.01%
2,144
2141
$52K ﹤0.01%
3,186
2142
$52K ﹤0.01%
742
2143
$52K ﹤0.01%
3,790
2144
$52K ﹤0.01%
3,239
2145
$52K ﹤0.01%
7,200
2146
$52K ﹤0.01%
1,609
2147
$52K ﹤0.01%
82
2148
$52K ﹤0.01%
2,111
2149
$52K ﹤0.01%
1,021
2150
$52K ﹤0.01%
879