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
751
$622K 0.02%
1,365
752
$619K 0.02%
24,652
753
$617K 0.02%
19,490
754
$616K 0.02%
2,063
755
$615K 0.02%
5,471
756
$613K 0.02%
10,747
757
$612K 0.02%
4,191
758
$610K 0.02%
12,708
759
$609K 0.02%
8,748
760
$608K 0.02%
7,067
761
$606K 0.02%
26,637
762
$604K 0.02%
23,967
763
$601K 0.02%
3,297
764
$599K 0.02%
30,549
765
$598K 0.02%
9,925
766
$598K 0.02%
15,844
767
$597K 0.02%
23,901
768
$596K 0.02%
7,895
769
$594K 0.02%
36,771
770
$594K 0.02%
14,569
771
$592K 0.02%
22,956
772
$590K 0.02%
8,454
773
$588K 0.02%
14,021
774
$587K 0.02%
13,515
775
$586K 0.02%
18,495
29 30
31
32 33