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
51
$11.5M 0.37%
236,087
52
$11.4M 0.37%
140,666
53
$11.4M 0.36%
179,253
54
$11.4M 0.36%
272,242
55
$11.3M 0.36%
609,183
56
$11.1M 0.36%
214,216
57
$11.1M 0.35%
97,705
58
$10.8M 0.35%
419,010
59
$10.8M 0.35%
487,185
60
$10.8M 0.34%
356,558
61
$10.7M 0.34%
125,284
62
$10.6M 0.34%
101,919
63
$10.5M 0.34%
414,530
-134,308
64
$10.3M 0.33%
279,892
65
$10.2M 0.33%
89,181
66
$10.2M 0.33%
199,192
67
$10.1M 0.32%
97,757
68
$9.71M 0.31%
89,280
69
$9.6M 0.31%
188,374
70
$9.56M 0.31%
90,118
71
$9.38M 0.3%
92,767
72
$9.26M 0.3%
385,970
73
$9.13M 0.29%
187,063
74
$9.12M 0.29%
99,649
75
$9.12M 0.29%
305,406
1 2
3
4 5