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
4076
$2K ﹤0.01%
106
4077
$2K ﹤0.01%
10
4078
$2K ﹤0.01%
17
4079
$2K ﹤0.01%
100
4080
$2K ﹤0.01%
29
4081
$2K ﹤0.01%
30
+28
4082
$2K ﹤0.01%
150
4083
$2K ﹤0.01%
+2
4084
$2K ﹤0.01%
19
4085
$2K ﹤0.01%
61
4086
$2K ﹤0.01%
133
+124
4087
$2K ﹤0.01%
50
4088
$2K ﹤0.01%
53
4089
$2K ﹤0.01%
19
4090
$2K ﹤0.01%
10
4091
$2K ﹤0.01%
49
4092
$2K ﹤0.01%
2
4093
$2K ﹤0.01%
67
4094
$2K ﹤0.01%
68
4095
$2K ﹤0.01%
130
4096
$2K ﹤0.01%
81
4097
$2K ﹤0.01%
28
4098
$2K ﹤0.01%
53
4099
$2K ﹤0.01%
120
4100
$2K ﹤0.01%
26
162 163
164
165 166