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
501
$1.27M 0.04%
26,475
502
$1.26M 0.04%
49,659
503
$1.25M 0.04%
133,327
504
$1.25M 0.04%
45,942
505
$1.25M 0.04%
33,962
506
$1.25M 0.04%
3,599
507
$1.25M 0.04%
41,313
508
$1.25M 0.04%
45,625
509
$1.25M 0.04%
13,589
510
$1.24M 0.04%
50,142
511
$1.24M 0.04%
40,994
512
$1.24M 0.04%
49,500
513
$1.24M 0.04%
30,312
514
$1.23M 0.04%
28,954
515
$1.22M 0.04%
24,064
516
$1.21M 0.04%
24,958
517
$1.21M 0.04%
108,337
518
$1.2M 0.04%
15,347
519
$1.2M 0.04%
48,588
520
$1.2M 0.04%
1,843
521
$1.2M 0.04%
9,548
522
$1.19M 0.04%
12,020
523
$1.19M 0.04%
37,651
524
$1.19M 0.04%
23,671
525
$1.19M 0.04%
9,647
19 20
21
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