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
2326
$39K ﹤0.01%
497
2327
$39K ﹤0.01%
435
2328
$39K ﹤0.01%
1,185
2329
$39K ﹤0.01%
329
2330
$39K ﹤0.01%
1,577
2331
$39K ﹤0.01%
745
2332
$39K ﹤0.01%
1,670
2333
$39K ﹤0.01%
1,570
2334
$39K ﹤0.01%
2,003
2335
$39K ﹤0.01%
1,081
2336
$39K ﹤0.01%
1,807
2337
$39K ﹤0.01%
511
2338
$39K ﹤0.01%
1,585
2339
$39K ﹤0.01%
704
2340
$39K ﹤0.01%
1,919
+959
2341
$39K ﹤0.01%
2,300
2342
$39K ﹤0.01%
668
2343
$39K ﹤0.01%
2,588
2344
$39K ﹤0.01%
169
2345
$38K ﹤0.01%
600
2346
$38K ﹤0.01%
4,000
2347
$38K ﹤0.01%
641
2348
$38K ﹤0.01%
2,026
2349
$38K ﹤0.01%
216
2350
$38K ﹤0.01%
3,700