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
801
$555K 0.02%
22,293
802
$553K 0.02%
17,130
803
$553K 0.02%
7,894
804
$552K 0.02%
5,063
805
$552K 0.02%
5,091
806
$551K 0.02%
20,380
807
$551K 0.02%
12,353
808
$549K 0.02%
30,042
809
$548K 0.02%
27,116
810
$547K 0.02%
11,367
811
$544K 0.02%
41,236
812
$544K 0.02%
4,979
813
$544K 0.02%
32,258
814
$543K 0.02%
4,530
815
$540K 0.02%
28,315
816
$539K 0.02%
8,075
817
$538K 0.02%
6,448
818
$538K 0.02%
6,833
819
$537K 0.02%
10,245
820
$534K 0.02%
4,954
821
$532K 0.02%
4,540
822
$528K 0.02%
9,598
823
$527K 0.02%
7,976
824
$527K 0.02%
13,885
825
$527K 0.02%
8,099
31 32
33
34 35