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
2301
$41K ﹤0.01%
805
2302
$41K ﹤0.01%
484
2303
$41K ﹤0.01%
1,600
2304
$41K ﹤0.01%
1,440
2305
$41K ﹤0.01%
633
2306
$41K ﹤0.01%
1,368
2307
$41K ﹤0.01%
1,216
2308
$41K ﹤0.01%
1,559
2309
$40K ﹤0.01%
724
2310
$40K ﹤0.01%
1,463
2311
$40K ﹤0.01%
175
2312
$40K ﹤0.01%
822
2313
$40K ﹤0.01%
4,429
2314
$40K ﹤0.01%
434
2315
$40K ﹤0.01%
4,000
2316
$40K ﹤0.01%
356
2317
$40K ﹤0.01%
2,149
2318
$40K ﹤0.01%
1,604
2319
$40K ﹤0.01%
606
2320
$40K ﹤0.01%
214
2321
$40K ﹤0.01%
1,399
2322
$40K ﹤0.01%
466
2323
$40K ﹤0.01%
1,426
2324
$40K ﹤0.01%
1,487
2325
$40K ﹤0.01%
58