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
276
$2.62M 0.08%
32,229
277
$2.61M 0.08%
32,125
278
$2.61M 0.08%
27,470
279
$2.61M 0.08%
16,553
280
$2.61M 0.08%
10,666
281
– –
0
282
$2.6M 0.08%
34,501
283
$2.6M 0.08%
145,341
284
$2.6M 0.08%
33,363
285
$2.6M 0.08%
49,669
286
$2.58M 0.08%
44,007
287
$2.57M 0.08%
14,452
288
$2.57M 0.08%
133,483
289
$2.56M 0.08%
49,603
290
$2.53M 0.08%
20,537
291
$2.52M 0.08%
22,032
292
$2.52M 0.08%
25,247
293
$2.51M 0.08%
23,888
294
$2.51M 0.08%
19,266
295
$2.5M 0.08%
92,605
296
$2.47M 0.08%
153,940
297
$2.46M 0.08%
86,312
298
$2.46M 0.08%
59,396
299
$2.45M 0.08%
51,056
300
$2.45M 0.08%
94,119
10 11
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