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
326
$2.17M 0.07%
172,578
327
$2.16M 0.07%
69,036
328
$2.14M 0.07%
84,446
329
$2.12M 0.07%
78,461
330
$2.1M 0.07%
21,742
331
$2.1M 0.07%
33,123
332
$2.08M 0.07%
55,998
333
$2.08M 0.07%
29,710
334
$2.08M 0.07%
37,942
335
$2.07M 0.07%
66,068
336
$2.06M 0.07%
39,042
337
$2.05M 0.07%
77,775
338
$2.05M 0.07%
31,248
339
$2.05M 0.07%
74,879
340
$2.04M 0.07%
114,922
341
$2.04M 0.07%
61,262
342
$2.03M 0.07%
11,524
343
$2.02M 0.06%
79,375
344
$2.01M 0.06%
57,524
345
$1.99M 0.06%
116,324
346
$1.98M 0.06%
49,112
347
$1.98M 0.06%
35,915
348
$1.97M 0.06%
22,816
349
$1.97M 0.06%
24,380
350
$1.96M 0.06%
14,444
12 13
14
15 16