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
551
$1.1M 0.04%
37,560
552
$1.09M 0.04%
22,695
553
$1.09M 0.03%
23,111
554
$1.09M 0.03%
72,566
555
$1.09M 0.03%
8,527
556
$1.09M 0.03%
43,910
557
$1.09M 0.03%
19,114
558
$1.08M 0.03%
22,274
559
$1.08M 0.03%
16,412
560
$1.08M 0.03%
46,550
561
$1.07M 0.03%
6,901
-62,109
562
$1.06M 0.03%
8,415
563
$1.06M 0.03%
40,956
564
$1.06M 0.03%
94,642
565
$1.06M 0.03%
5,708
566
$1.05M 0.03%
37,042
567
$1.05M 0.03%
9,284
568
$1.05M 0.03%
30,567
569
$1.05M 0.03%
44,733
570
$1.04M 0.03%
36,838
571
$1.04M 0.03%
12,314
572
$1.03M 0.03%
13,998
573
$1.03M 0.03%
40,986
574
$1.02M 0.03%
8,374
575
$1.02M 0.03%
4,343
21 22
23
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