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
3551
$8K ﹤0.01%
125
3552
$8K ﹤0.01%
144
3553
$8K ﹤0.01%
1,000
3554
$8K ﹤0.01%
18
3555
$8K ﹤0.01%
90
3556
$8K ﹤0.01%
4
3557
$8K ﹤0.01%
487
3558
$8K ﹤0.01%
1,835
3559
$8K ﹤0.01%
200
3560
$8K ﹤0.01%
60
3561
$8K ﹤0.01%
74
3562
$8K ﹤0.01%
435
3563
$8K ﹤0.01%
10
3564
$8K ﹤0.01%
659
3565
$8K ﹤0.01%
21
3566
$8K ﹤0.01%
349
3567
$8K ﹤0.01%
132
3568
$8K ﹤0.01%
290
3569
$8K ﹤0.01%
356
3570
$8K ﹤0.01%
602
3571
$8K ﹤0.01%
27
3572
$8K ﹤0.01%
372
3573
$8K ﹤0.01%
148
3574
$8K ﹤0.01%
300
3575
0