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
4226
$2K ﹤0.01%
57
4227
$2K ﹤0.01%
332
4228
$2K ﹤0.01%
50
4229
$2K ﹤0.01%
1,200
4230
$2K ﹤0.01%
26
4231
$2K ﹤0.01%
8
4232
$2K ﹤0.01%
100
4233
$2K ﹤0.01%
32
4234
$2K ﹤0.01%
41
+31
4235
$2K ﹤0.01%
554
4236
$2K ﹤0.01%
15
4237
$2K ﹤0.01%
140
4238
– –
0
4239
$2K ﹤0.01%
13
4240
$2K ﹤0.01%
8
4241
$2K ﹤0.01%
120
4242
– –
0
4243
$2K ﹤0.01%
700
4244
$2K ﹤0.01%
27
4245
$2K ﹤0.01%
128
4246
$2K ﹤0.01%
136
4247
$2K ﹤0.01%
62
4248
$2K ﹤0.01%
80
4249
$2K ﹤0.01%
253
4250
$2K ﹤0.01%
24
168 169
170
171 172