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
4251
$2K ﹤0.01%
100
4252
$2K ﹤0.01%
76
4253
$2K ﹤0.01%
29
4254
$2K ﹤0.01%
1
4255
$2K ﹤0.01%
62
4256
$2K ﹤0.01%
775
4257
$2K ﹤0.01%
33
4258
$2K ﹤0.01%
2
4259
$2K ﹤0.01%
190
4260
$2K ﹤0.01%
2
4261
$2K ﹤0.01%
6
4262
$2K ﹤0.01%
175
4263
$2K ﹤0.01%
55
-26
4264
$2K ﹤0.01%
2,030
4265
$2K ﹤0.01%
71
4266
$1K ﹤0.01%
13
4267
$1K ﹤0.01%
21
4268
$1K ﹤0.01%
12
4269
$1K ﹤0.01%
13
4270
$1K ﹤0.01%
48
4271
$1K ﹤0.01%
200
4272
$1K ﹤0.01%
200
4273
$1K ﹤0.01%
31
4274
$1K ﹤0.01%
38
4275
$1K ﹤0.01%
12
169 170
171
172 173