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
2601
$27K ﹤0.01%
605
2602
$27K ﹤0.01%
214
2603
$27K ﹤0.01%
3,057
2604
$27K ﹤0.01%
1,880
2605
$27K ﹤0.01%
1,713
2606
$27K ﹤0.01%
394
2607
$27K ﹤0.01%
1,471
2608
$27K ﹤0.01%
750
2609
$27K ﹤0.01%
1,210
2610
$27K ﹤0.01%
2,567
2611
$27K ﹤0.01%
950
2612
$27K ﹤0.01%
735
2613
$27K ﹤0.01%
386
2614
$27K ﹤0.01%
255
2615
$27K ﹤0.01%
64
2616
$27K ﹤0.01%
4,165
2617
$27K ﹤0.01%
141
2618
$27K ﹤0.01%
1,342
2619
$27K ﹤0.01%
593
2620
$27K ﹤0.01%
773
2621
$27K ﹤0.01%
3,609
-361
2622
$27K ﹤0.01%
558
2623
$27K ﹤0.01%
229
2624
$27K ﹤0.01%
15,000
2625
$27K ﹤0.01%
420
103 104
105
106 107