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
451
$1.47M 0.05%
75,395
452
$1.46M 0.05%
13,246
453
$1.46M 0.05%
25,782
454
$1.46M 0.05%
29,036
455
$1.46M 0.05%
50,291
456
$1.46M 0.05%
79,673
457
$1.45M 0.05%
53,641
458
$1.45M 0.05%
33,957
459
$1.45M 0.05%
22,491
460
$1.45M 0.05%
23,231
461
$1.44M 0.05%
3,434
462
$1.44M 0.05%
61,211
463
$1.44M 0.05%
14,719
464
$1.43M 0.05%
95,631
465
$1.43M 0.05%
56,886
466
$1.43M 0.05%
31,088
467
$1.43M 0.05%
44,942
468
$1.43M 0.05%
134,516
469
$1.42M 0.05%
54,435
470
$1.42M 0.05%
48,254
471
$1.41M 0.05%
105,561
472
$1.4M 0.04%
36,607
473
$1.39M 0.04%
8,051
474
$1.38M 0.04%
30,108
475
$1.38M 0.04%
6,248
17 18
19
20 21