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
676
$745K 0.02%
8,825
677
$745K 0.02%
9,764
678
$744K 0.02%
11,288
679
$743K 0.02%
16,027
680
$740K 0.02%
15,947
681
$737K 0.02%
31,990
682
$729K 0.02%
11,420
683
$729K 0.02%
24,353
684
$727K 0.02%
5,729
685
$725K 0.02%
23,657
686
$719K 0.02%
3,067
687
$716K 0.02%
13,411
688
$715K 0.02%
9,453
689
$712K 0.02%
28,825
690
$711K 0.02%
14,824
691
$706K 0.02%
4,971
692
$704K 0.02%
21,307
693
$703K 0.02%
16,269
694
$701K 0.02%
7,957
695
$700K 0.02%
6,973
696
$699K 0.02%
18,000
697
$697K 0.02%
12,227
698
$691K 0.02%
18,930
699
$689K 0.02%
28,152
700
$688K 0.02%
31,455
26 27
28
29 30