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
4151
$2K ﹤0.01%
3
4152
$2K ﹤0.01%
4
4153
$2K ﹤0.01%
19
4154
$2K ﹤0.01%
62
4155
$2K ﹤0.01%
35
4156
$2K ﹤0.01%
3
4157
$2K ﹤0.01%
2
4158
$2K ﹤0.01%
65
4159
$2K ﹤0.01%
43
4160
$2K ﹤0.01%
300
4161
$2K ﹤0.01%
68
4162
$2K ﹤0.01%
100
4163
$2K ﹤0.01%
254
4164
$2K ﹤0.01%
77
4165
$2K ﹤0.01%
200
4166
$2K ﹤0.01%
137
4167
$2K ﹤0.01%
250
4168
$2K ﹤0.01%
32
4169
$2K ﹤0.01%
200
4170
$2K ﹤0.01%
142
4171
$2K ﹤0.01%
21
4172
$2K ﹤0.01%
59
4173
$2K ﹤0.01%
1
4174
$2K ﹤0.01%
47
4175
$2K ﹤0.01%
52
165 166
167
168 169