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
651
$808K 0.03%
31,430
652
$806K 0.03%
13,053
653
$801K 0.03%
19,041
654
$800K 0.03%
29,720
655
$800K 0.03%
19,995
656
$794K 0.03%
36,610
657
$790K 0.03%
30,000
658
$787K 0.03%
7,315
659
$784K 0.03%
35,155
660
$780K 0.03%
11,022
661
$779K 0.02%
24,050
662
$775K 0.02%
14,795
663
$775K 0.02%
27,332
664
$773K 0.02%
34,032
665
$773K 0.02%
13,438
666
$771K 0.02%
8,586
667
$770K 0.02%
13,295
668
$768K 0.02%
9,541
-239
669
$768K 0.02%
12,297
670
$767K 0.02%
28,224
671
$764K 0.02%
14,318
672
$764K 0.02%
10,909
673
$762K 0.02%
28,632
674
$749K 0.02%
15,471
675
$748K 0.02%
13,079
25 26
27
28 29