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
726
$653K 0.02%
188,622
727
$652K 0.02%
26,697
728
$650K 0.02%
11,264
729
$649K 0.02%
38,814
730
$643K 0.02%
25,454
731
$638K 0.02%
7,535
732
$637K 0.02%
3,401
733
$637K 0.02%
2,724
734
$637K 0.02%
10,905
735
$634K 0.02%
64,877
736
$633K 0.02%
31,518
737
$632K 0.02%
11,747
738
$632K 0.02%
13,563
739
$631K 0.02%
26,236
740
$631K 0.02%
6,268
741
$630K 0.02%
30,907
742
$630K 0.02%
27,249
743
$628K 0.02%
44,549
744
$628K 0.02%
7,688
745
$628K 0.02%
23,620
746
$626K 0.02%
13,783
747
$626K 0.02%
3,419
748
$623K 0.02%
9,849
749
$623K 0.02%
11,772
750
$622K 0.02%
16,344
-8,172
28 29
30
31 32