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
2426
$34K ﹤0.01%
659
2427
$34K ﹤0.01%
211
2428
$34K ﹤0.01%
2,243
2429
$34K ﹤0.01%
354
2430
$34K ﹤0.01%
1,510
2431
$34K ﹤0.01%
701
2432
$34K ﹤0.01%
780
2433
$34K ﹤0.01%
1,517
2434
$34K ﹤0.01%
173
2435
$34K ﹤0.01%
241
2436
$34K ﹤0.01%
1,800
2437
$34K ﹤0.01%
1,015
2438
$34K ﹤0.01%
548
2439
$34K ﹤0.01%
1,471
2440
$34K ﹤0.01%
2,511
2441
$34K ﹤0.01%
636
2442
$34K ﹤0.01%
1,433
2443
$34K ﹤0.01%
538
2444
$34K ﹤0.01%
409
2445
$34K ﹤0.01%
946
2446
$34K ﹤0.01%
205
2447
$33K ﹤0.01%
2,139
2448
$33K ﹤0.01%
495
2449
$33K ﹤0.01%
266
2450
$33K ﹤0.01%
617