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
776
$585K 0.02%
14,947
777
$584K 0.02%
16,056
778
$583K 0.02%
5,923
779
$580K 0.02%
22,685
780
$579K 0.02%
11,953
781
$578K 0.02%
69,507
782
$576K 0.02%
5,691
783
$576K 0.02%
26,035
784
$576K 0.02%
5,613
785
$576K 0.02%
19,543
786
$575K 0.02%
10,294
787
$574K 0.02%
16,589
788
$571K 0.02%
22,703
789
$571K 0.02%
4,877
790
$571K 0.02%
3,954
791
$564K 0.02%
10,852
792
$562K 0.02%
8,102
793
$561K 0.02%
7,532
794
$561K 0.02%
10,851
795
$561K 0.02%
4,588
796
$561K 0.02%
1,479
797
$560K 0.02%
8,810
798
$559K 0.02%
5,502
799
$558K 0.02%
6,570
800
$557K 0.02%
11,103
30 31
32
33 34