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
626
$851K 0.03%
9,633
627
$849K 0.03%
5,255
628
$849K 0.03%
13,436
629
$848K 0.03%
11,525
630
$847K 0.03%
9,753
631
$845K 0.03%
56,230
632
$843K 0.03%
32,562
633
$842K 0.03%
15,074
634
$842K 0.03%
33,491
635
$841K 0.03%
16,996
636
$841K 0.03%
20,811
637
$839K 0.03%
41,026
638
$835K 0.03%
11,134
639
$831K 0.03%
21,742
640
$830K 0.03%
12,347
641
$829K 0.03%
7,595
642
$828K 0.03%
16,053
643
$825K 0.03%
20,312
644
$821K 0.03%
37,833
645
$821K 0.03%
2,990
646
$815K 0.03%
13,613
647
$815K 0.03%
7,558
648
$810K 0.03%
1,662
649
$809K 0.03%
18,172
650
$809K 0.03%
12,392
24 25
26
27 28