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
376
$1.8M 0.06%
20,474
377
$1.8M 0.06%
43,197
378
$1.8M 0.06%
34,819
379
$1.79M 0.06%
16,688
380
$1.79M 0.06%
134,410
381
$1.78M 0.06%
24,698
382
$1.78M 0.06%
58,594
383
$1.77M 0.06%
58,383
384
$1.77M 0.06%
56,853
385
$1.77M 0.06%
35,032
386
$1.77M 0.06%
21,865
387
$1.76M 0.06%
34,894
388
$1.76M 0.06%
9,504
389
$1.74M 0.06%
24,491
390
$1.74M 0.06%
21,610
391
$1.73M 0.06%
34,569
392
$1.73M 0.06%
20,194
393
$1.73M 0.06%
64,993
394
$1.73M 0.06%
28,748
395
$1.73M 0.06%
8,448
396
$1.72M 0.06%
46,839
397
$1.71M 0.05%
56,390
398
$1.7M 0.05%
61,271
399
$1.7M 0.05%
97,182
400
$1.67M 0.05%
37,332
14 15
16
17 18