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
526
$1.18M 0.04%
32,574
527
$1.18M 0.04%
60,618
528
$1.18M 0.04%
18,188
529
$1.18M 0.04%
14,753
530
$1.18M 0.04%
10,651
531
$1.17M 0.04%
7,536
532
$1.15M 0.04%
11,823
533
$1.15M 0.04%
21,832
534
$1.15M 0.04%
10,685
535
$1.15M 0.04%
33,490
536
$1.14M 0.04%
8,143
537
$1.14M 0.04%
24,579
538
$1.14M 0.04%
8,654
539
$1.14M 0.04%
13,438
540
$1.14M 0.04%
16,703
541
$1.13M 0.04%
62,945
542
$1.13M 0.04%
6,471
543
$1.13M 0.04%
16,354
544
$1.13M 0.04%
45,676
545
$1.12M 0.04%
61,115
546
$1.11M 0.04%
1,869
547
$1.11M 0.04%
3,547
548
$1.11M 0.04%
7,935
549
$1.1M 0.04%
37,210
550
$1.1M 0.04%
44,410
20 21
22
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