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
476
$1.38M 0.04%
32,907
477
$1.36M 0.04%
19,921
478
$1.35M 0.04%
44,422
479
$1.35M 0.04%
17,749
480
$1.35M 0.04%
31,891
481
$1.34M 0.04%
24,528
482
$1.34M 0.04%
54,843
483
$1.33M 0.04%
12,972
484
$1.32M 0.04%
27,998
485
$1.32M 0.04%
27,988
486
$1.32M 0.04%
19,033
487
$1.32M 0.04%
12,577
488
$1.32M 0.04%
50,513
489
$1.31M 0.04%
16,063
490
$1.31M 0.04%
11,521
491
$1.3M 0.04%
51,684
492
$1.3M 0.04%
11,769
493
$1.3M 0.04%
27,625
494
$1.29M 0.04%
6,425
495
$1.29M 0.04%
34,466
496
$1.29M 0.04%
116,977
497
$1.28M 0.04%
1,015
498
$1.28M 0.04%
50,452
499
$1.28M 0.04%
17,233
500
$1.27M 0.04%
25,960
18 19
20
21 22