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
351
$1.96M 0.06%
10,450
352
$1.95M 0.06%
30,958
353
$1.95M 0.06%
88,456
354
$1.95M 0.06%
30,628
355
$1.94M 0.06%
72,802
356
$1.94M 0.06%
13,739
357
$1.93M 0.06%
17,724
358
$1.93M 0.06%
88,454
359
$1.93M 0.06%
45,424
360
$1.92M 0.06%
64,893
361
$1.91M 0.06%
24,040
362
$1.91M 0.06%
25,278
363
$1.89M 0.06%
25,502
364
$1.89M 0.06%
42,351
365
$1.88M 0.06%
29,354
366
$1.87M 0.06%
64,241
367
$1.87M 0.06%
51,030
368
$1.86M 0.06%
15,265
369
$1.85M 0.06%
23,289
370
$1.85M 0.06%
35,333
371
$1.84M 0.06%
39,717
372
$1.84M 0.06%
59,348
373
$1.83M 0.06%
19,545
374
$1.8M 0.06%
10,398
375
$1.8M 0.06%
72,033
13 14
15
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