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
2276
$43K ﹤0.01%
334
2277
$42K ﹤0.01%
3,491
2278
$42K ﹤0.01%
408
2279
$42K ﹤0.01%
2,224
2280
$42K ﹤0.01%
872
2281
$42K ﹤0.01%
2,964
2282
$42K ﹤0.01%
6,884
2283
$42K ﹤0.01%
182
2284
$42K ﹤0.01%
2,201
2285
$42K ﹤0.01%
385
2286
$42K ﹤0.01%
5,000
2287
$42K ﹤0.01%
1,321
2288
$42K ﹤0.01%
518
2289
$42K ﹤0.01%
1,240
2290
$42K ﹤0.01%
1,727
2291
$42K ﹤0.01%
4,019
2292
$42K ﹤0.01%
809
2293
$42K ﹤0.01%
2,104
2294
$42K ﹤0.01%
667
2295
$42K ﹤0.01%
1,276
2296
$42K ﹤0.01%
500
2297
$41K ﹤0.01%
1,671
2298
$41K ﹤0.01%
1,800
2299
$41K ﹤0.01%
1,745
2300
$41K ﹤0.01%
2,320