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
226
$3.24M 0.1%
53,396
227
$3.24M 0.1%
50,845
228
$3.24M 0.1%
113,060
229
$3.24M 0.1%
130,947
230
$3.24M 0.1%
278,195
231
$3.23M 0.1%
48,034
232
$3.22M 0.1%
57,580
233
$3.22M 0.1%
9,746
234
$3.22M 0.1%
69,283
235
$3.19M 0.1%
63,678
236
$3.19M 0.1%
64,528
237
$3.18M 0.1%
37,825
238
$3.18M 0.1%
14,198
239
$3.17M 0.1%
50,018
240
$3.16M 0.1%
37,038
241
$3.16M 0.1%
40,000
242
$3.15M 0.1%
160,333
243
$3.14M 0.1%
108,297
244
$3.12M 0.1%
18,245
245
$3.1M 0.1%
19,485
246
$3.05M 0.1%
57,230
247
$3.02M 0.1%
19,080
248
$3M 0.1%
33,136
249
$2.97M 0.1%
174,177
250
$2.96M 0.09%
60,933
8 9
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