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
851
$505K 0.02%
30,787
852
$504K 0.02%
4,747
853
$504K 0.02%
20,786
854
$503K 0.02%
20,684
855
$503K 0.02%
15,793
856
$503K 0.02%
16,589
857
$501K 0.02%
8,961
858
$500K 0.02%
19,499
859
$500K 0.02%
3,550
860
$499K 0.02%
4,313
861
$497K 0.02%
3,122
862
$496K 0.02%
16,697
863
$494K 0.02%
5,235
864
$492K 0.02%
6,501
865
$492K 0.02%
11,120
866
$490K 0.02%
5,346
867
$488K 0.02%
7,810
868
$488K 0.02%
40,030
869
$487K 0.02%
2,524
870
$485K 0.02%
7,987
871
$484K 0.02%
7,461
872
$483K 0.02%
9,741
873
$478K 0.02%
24,926
874
$478K 0.02%
13,063
875
$477K 0.02%
17,134
33 34
35
36 37