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
2376
$37K ﹤0.01%
2,397
2377
$37K ﹤0.01%
356
2378
$37K ﹤0.01%
318
2379
$37K ﹤0.01%
1,604
2380
$37K ﹤0.01%
1,945
2381
$37K ﹤0.01%
703
2382
$37K ﹤0.01%
798
2383
$37K ﹤0.01%
3,225
2384
$37K ﹤0.01%
2,094
2385
$37K ﹤0.01%
1,700
2386
$37K ﹤0.01%
610
2387
$37K ﹤0.01%
423
2388
$37K ﹤0.01%
2,813
2389
$37K ﹤0.01%
2,930
2390
$37K ﹤0.01%
1,356
2391
$36K ﹤0.01%
6,737
2392
$36K ﹤0.01%
579
2393
$36K ﹤0.01%
724
2394
$36K ﹤0.01%
761
2395
$36K ﹤0.01%
5,751
2396
$36K ﹤0.01%
1,861
2397
$36K ﹤0.01%
321
2398
$36K ﹤0.01%
2,424
2399
$36K ﹤0.01%
1,763
2400
$36K ﹤0.01%
516