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
2526
$30K ﹤0.01%
5,300
2527
$30K ﹤0.01%
1,500
2528
$30K ﹤0.01%
218
2529
$30K ﹤0.01%
2,719
2530
$30K ﹤0.01%
1,084
2531
$30K ﹤0.01%
878
2532
$30K ﹤0.01%
1,120
2533
$30K ﹤0.01%
206
2534
$30K ﹤0.01%
1,078
2535
$30K ﹤0.01%
181
2536
$30K ﹤0.01%
3,000
2537
$30K ﹤0.01%
621
2538
$30K ﹤0.01%
3,000
2539
$30K ﹤0.01%
1,204
2540
$29K ﹤0.01%
250
2541
$29K ﹤0.01%
1,150
2542
$29K ﹤0.01%
375
2543
$29K ﹤0.01%
548
2544
$29K ﹤0.01%
222
2545
$29K ﹤0.01%
1,502
2546
$29K ﹤0.01%
296
2547
$29K ﹤0.01%
937
2548
$29K ﹤0.01%
1,577
2549
$29K ﹤0.01%
750
2550
$29K ﹤0.01%
874