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
826
$527K 0.02%
27,576
827
$526K 0.02%
21,920
828
$526K 0.02%
14
829
$525K 0.02%
22,242
830
$524K 0.02%
2,022
831
$524K 0.02%
56,546
832
$522K 0.02%
20,500
833
$521K 0.02%
27,673
834
$520K 0.02%
8,993
835
$518K 0.02%
6,770
836
$517K 0.02%
16,642
837
$515K 0.02%
10,103
838
$514K 0.02%
12,311
839
$513K 0.02%
4,203
840
$512K 0.02%
3,340
841
$511K 0.02%
20,061
842
$511K 0.02%
19,881
843
$511K 0.02%
19,922
844
$510K 0.02%
3,025
845
$510K 0.02%
16,479
846
$508K 0.02%
25,134
847
$507K 0.02%
25,276
848
$506K 0.02%
1,447
849
$506K 0.02%
4,202
850
$506K 0.02%
17,702
32 33
34
35 36