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
4176
$2K ﹤0.01%
60
4177
$2K ﹤0.01%
47
4178
$2K ﹤0.01%
211
4179
$2K ﹤0.01%
130
4180
$2K ﹤0.01%
41
4181
$2K ﹤0.01%
500
4182
$2K ﹤0.01%
125
4183
$2K ﹤0.01%
1
4184
$2K ﹤0.01%
90
4185
$2K ﹤0.01%
74
4186
$2K ﹤0.01%
5
4187
$2K ﹤0.01%
20
4188
$2K ﹤0.01%
100
4189
$2K ﹤0.01%
20
-20
4190
$2K ﹤0.01%
582
4191
$2K ﹤0.01%
19
4192
$2K ﹤0.01%
405
4193
$2K ﹤0.01%
25
4194
$2K ﹤0.01%
42
4195
$2K ﹤0.01%
498
4196
$2K ﹤0.01%
141
4197
$2K ﹤0.01%
1,220
4198
$2K ﹤0.01%
253
4199
$2K ﹤0.01%
13
4200
$2K ﹤0.01%
25
166 167
168
169 170