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
301
$2.44M 0.08%
26,606
302
$2.43M 0.08%
54,527
303
$2.42M 0.08%
62,135
304
$2.4M 0.08%
143,666
305
$2.4M 0.08%
78,095
306
$2.4M 0.08%
46,631
307
$2.39M 0.08%
79,854
308
$2.37M 0.08%
89,259
309
$2.36M 0.08%
61,046
310
$2.31M 0.07%
18,866
311
$2.29M 0.07%
61,207
312
$2.28M 0.07%
86,334
313
$2.27M 0.07%
15,373
314
$2.26M 0.07%
30,117
315
$2.25M 0.07%
113,000
316
$2.24M 0.07%
26,026
317
$2.22M 0.07%
26,750
318
$2.21M 0.07%
19,193
319
$2.2M 0.07%
80,050
320
$2.19M 0.07%
19,656
321
$2.18M 0.07%
71,961
322
$2.18M 0.07%
86,657
323
$2.17M 0.07%
33,192
324
$2.17M 0.07%
33,217
325
$2.17M 0.07%
59,680
11 12
13
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