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
4126
$2K ﹤0.01%
20
4127
$2K ﹤0.01%
30
4128
$2K ﹤0.01%
250
4129
$2K ﹤0.01%
24
4130
$2K ﹤0.01%
200
4131
$2K ﹤0.01%
91
4132
$2K ﹤0.01%
93
4133
$2K ﹤0.01%
244
4134
$2K ﹤0.01%
50
4135
– –
0
4136
$2K ﹤0.01%
5
4137
$2K ﹤0.01%
74
4138
$2K ﹤0.01%
40
4139
$2K ﹤0.01%
247
4140
$2K ﹤0.01%
25
4141
$2K ﹤0.01%
115
4142
$2K ﹤0.01%
74
4143
$2K ﹤0.01%
4
4144
$2K ﹤0.01%
111
4145
$2K ﹤0.01%
264
4146
$2K ﹤0.01%
20
4147
$2K ﹤0.01%
250
4148
$2K ﹤0.01%
100
4149
$2K ﹤0.01%
22
4150
– –
0
164 165
166
167 168