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
2401
$36K ﹤0.01%
1,507
2402
$36K ﹤0.01%
2,347
2403
$36K ﹤0.01%
917
2404
$36K ﹤0.01%
326
2405
$36K ﹤0.01%
364
2406
$36K ﹤0.01%
309
2407
$35K ﹤0.01%
1,775
2408
$35K ﹤0.01%
460
2409
$35K ﹤0.01%
720
2410
$35K ﹤0.01%
736
2411
$35K ﹤0.01%
697
2412
$35K ﹤0.01%
1,365
2413
$35K ﹤0.01%
587
2414
$35K ﹤0.01%
612
2415
$35K ﹤0.01%
321
2416
$35K ﹤0.01%
1,095
2417
$35K ﹤0.01%
502
2418
$35K ﹤0.01%
902
2419
$35K ﹤0.01%
469
2420
$35K ﹤0.01%
798
2421
$35K ﹤0.01%
876
2422
$35K ﹤0.01%
1,327
2423
$35K ﹤0.01%
1,122
2424
$35K ﹤0.01%
3,786
2425
$35K ﹤0.01%
1,500