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
601
$948K 0.03%
32,171
602
$945K 0.03%
47,312
603
$945K 0.03%
5,947
604
$936K 0.03%
22,085
605
$936K 0.03%
155,073
606
$934K 0.03%
12,813
607
$934K 0.03%
17,360
608
$926K 0.03%
8,257
609
$921K 0.03%
26,003
610
$915K 0.03%
4,660
611
$911K 0.03%
19,175
612
$907K 0.03%
16,011
613
$905K 0.03%
86,123
614
$905K 0.03%
21,235
615
$904K 0.03%
10,000
616
$898K 0.03%
17,780
617
$886K 0.03%
8,359
618
$879K 0.03%
32,972
619
$870K 0.03%
24,723
620
$868K 0.03%
35,507
621
$865K 0.03%
86,259
622
$858K 0.03%
1,414
623
$857K 0.03%
37,150
624
$853K 0.03%
19,454
625
$852K 0.03%
34,811
23 24
25
26 27