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
576
$1.02M 0.03%
25,232
577
$1.01M 0.03%
22,359
578
$1.01M 0.03%
13,232
579
$1.01M 0.03%
9,422
580
$1.01M 0.03%
33,109
581
$1.01M 0.03%
30,861
582
$1M 0.03%
12,278
583
$1M 0.03%
37,387
584
$1M 0.03%
40,254
585
$992K 0.03%
23,695
586
$992K 0.03%
35,339
587
$991K 0.03%
21,502
588
$987K 0.03%
19,640
589
$985K 0.03%
83,712
590
$983K 0.03%
24,527
591
$976K 0.03%
48,333
592
$974K 0.03%
14,864
593
$974K 0.03%
22,791
594
$971K 0.03%
32,356
595
$969K 0.03%
6,336
596
$964K 0.03%
35,238
597
$954K 0.03%
20,752
598
$951K 0.03%
14,304
599
$951K 0.03%
14,516
600
$948K 0.03%
16,438
22 23
24
25 26