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
2451
$33K ﹤0.01%
375
2452
$33K ﹤0.01%
2,307
2453
$33K ﹤0.01%
594
2454
$33K ﹤0.01%
297
2455
$33K ﹤0.01%
1,033
2456
$33K ﹤0.01%
1,490
2457
$33K ﹤0.01%
4,597
2458
$33K ﹤0.01%
54
2459
$33K ﹤0.01%
288
2460
$33K ﹤0.01%
1,289
2461
$33K ﹤0.01%
1,067
2462
$33K ﹤0.01%
521
2463
$33K ﹤0.01%
827
2464
$33K ﹤0.01%
1,273
2465
$33K ﹤0.01%
1,665
2466
$33K ﹤0.01%
1,109
2467
$33K ﹤0.01%
750
2468
$33K ﹤0.01%
3,100
2469
$33K ﹤0.01%
408
2470
$33K ﹤0.01%
214
2471
$33K ﹤0.01%
440
2472
$33K ﹤0.01%
11
2473
$33K ﹤0.01%
544
2474
$33K ﹤0.01%
2,846
2475
$33K ﹤0.01%
760