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
251
$2.93M 0.09%
143,658
252
$2.9M 0.09%
53,397
253
$2.86M 0.09%
115,032
254
$2.85M 0.09%
42,247
255
$2.83M 0.09%
51,955
256
$2.83M 0.09%
57,436
257
$2.83M 0.09%
16,433
258
$2.82M 0.09%
92,820
259
$2.81M 0.09%
101,664
260
$2.8M 0.09%
120,917
261
$2.8M 0.09%
26,978
262
$2.8M 0.09%
112,694
263
$2.79M 0.09%
51,631
264
$2.77M 0.09%
24,204
265
$2.76M 0.09%
137,865
266
$2.76M 0.09%
37,400
267
$2.74M 0.09%
57,146
268
$2.72M 0.09%
17,348
269
$2.72M 0.09%
42,910
270
$2.7M 0.09%
18,918
271
$2.68M 0.09%
47,619
272
$2.66M 0.09%
66,141
273
$2.65M 0.08%
19,535
274
$2.63M 0.08%
286,606
275
$2.62M 0.08%
13,646
9 10
11
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