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
2226
$45K ﹤0.01%
2,970
2227
$45K ﹤0.01%
753
2228
$45K ﹤0.01%
767
2229
$45K ﹤0.01%
1,136
2230
$45K ﹤0.01%
2,380
2231
$45K ﹤0.01%
2,000
2232
$45K ﹤0.01%
512
2233
$45K ﹤0.01%
2,750
2234
$45K ﹤0.01%
694
2235
$45K ﹤0.01%
2,450
2236
$45K ﹤0.01%
1,862
2237
$45K ﹤0.01%
629
2238
$45K ﹤0.01%
3,110
2239
$45K ﹤0.01%
4,712
2240
$45K ﹤0.01%
714
2241
$45K ﹤0.01%
638
2242
$45K ﹤0.01%
1,320
2243
$45K ﹤0.01%
4,177
2244
$45K ﹤0.01%
7,560
2245
$44K ﹤0.01%
5,317
2246
$44K ﹤0.01%
2,661
2247
$44K ﹤0.01%
3,165
2248
$44K ﹤0.01%
1,327
2249
$44K ﹤0.01%
711
2250
$44K ﹤0.01%
2,365