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
4201
$2K ﹤0.01%
175
4202
$2K ﹤0.01%
154
4203
$2K ﹤0.01%
46
4204
$2K ﹤0.01%
220
4205
$2K ﹤0.01%
32
4206
$2K ﹤0.01%
75
4207
$2K ﹤0.01%
40
4208
$2K ﹤0.01%
121
4209
$2K ﹤0.01%
20
4210
$2K ﹤0.01%
81
4211
$2K ﹤0.01%
72
4212
$2K ﹤0.01%
142
4213
$2K ﹤0.01%
145
4214
$2K ﹤0.01%
82
4215
$2K ﹤0.01%
18
4216
$2K ﹤0.01%
19
4217
$2K ﹤0.01%
69
4218
$2K ﹤0.01%
53
4219
$2K ﹤0.01%
39
4220
$2K ﹤0.01%
34
4221
$2K ﹤0.01%
70
4222
$2K ﹤0.01%
110
4223
$2K ﹤0.01%
102
4224
$2K ﹤0.01%
120
4225
– –
0
167 168
169
170 171