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
26
$16.1M 0.52%
387,931
27
$15.8M 0.51%
82,256
28
$15.5M 0.5%
821,074
29
$15.5M 0.49%
93,997
30
$15.4M 0.49%
923,898
31
$14.6M 0.47%
172,350
32
$14.5M 0.46%
164,905
33
$14.5M 0.46%
170,263
34
$14.4M 0.46%
140,367
35
$14.3M 0.46%
125,009
36
$14.2M 0.45%
169,933
37
$14M 0.45%
274,135
38
$14M 0.45%
87,038
39
$13.4M 0.43%
447,444
40
$13.3M 0.42%
268,132
41
$13.2M 0.42%
371,553
42
$13.2M 0.42%
126,116
43
$13.2M 0.42%
365,691
44
$12.2M 0.39%
48,435
45
$11.9M 0.38%
282,629
46
$11.9M 0.38%
241,492
47
$11.9M 0.38%
319,066
48
$11.8M 0.38%
382,839
49
$11.7M 0.37%
176,429
50
$11.5M 0.37%
567,693
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