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
4101
$2K ﹤0.01%
137
4102
$2K ﹤0.01%
104
4103
$2K ﹤0.01%
120
4104
$2K ﹤0.01%
102
4105
$2K ﹤0.01%
5
4106
$2K ﹤0.01%
49
4107
$2K ﹤0.01%
97
4108
$2K ﹤0.01%
183
4109
$2K ﹤0.01%
24
4110
$2K ﹤0.01%
75
4111
$2K ﹤0.01%
400
4112
$2K ﹤0.01%
112
4113
$2K ﹤0.01%
64
4114
$2K ﹤0.01%
15
4115
$2K ﹤0.01%
56
4116
$2K ﹤0.01%
10
4117
$2K ﹤0.01%
20
4118
$2K ﹤0.01%
200
4119
$2K ﹤0.01%
170
4120
– –
0
4121
$2K ﹤0.01%
91
4122
$2K ﹤0.01%
34
4123
$2K ﹤0.01%
35
4124
$2K ﹤0.01%
100
4125
$2K ﹤0.01%
63
163 164
165
166 167