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
2351
$38K ﹤0.01%
1,287
2352
$38K ﹤0.01%
229
2353
$38K ﹤0.01%
4,555
2354
$38K ﹤0.01%
1,612
2355
$38K ﹤0.01%
1,531
2356
$38K ﹤0.01%
3,980
2357
$38K ﹤0.01%
1,606
2358
$38K ﹤0.01%
1,437
2359
$38K ﹤0.01%
100
2360
$38K ﹤0.01%
1,209
2361
$38K ﹤0.01%
2,644
2362
$38K ﹤0.01%
1,209
2363
$38K ﹤0.01%
2,069
2364
$38K ﹤0.01%
40
2365
$38K ﹤0.01%
1,252
2366
$38K ﹤0.01%
1,452
2367
$38K ﹤0.01%
6,098
2368
$38K ﹤0.01%
710
2369
$37K ﹤0.01%
439
2370
$37K ﹤0.01%
1,927
2371
$37K ﹤0.01%
716
2372
$37K ﹤0.01%
800
2373
$37K ﹤0.01%
792
2374
$37K ﹤0.01%
500
2375
$37K ﹤0.01%
734