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
876
$476K 0.02%
17,647
877
$475K 0.02%
8,496
878
$475K 0.02%
15,628
879
$473K 0.02%
9,544
880
$473K 0.02%
4,422
881
$471K 0.02%
18,870
882
$471K 0.02%
16,762
883
$470K 0.02%
13,270
884
$470K 0.02%
3,867
885
$469K 0.02%
3,515
886
$469K 0.02%
30,520
887
$465K 0.01%
10,410
888
$464K 0.01%
12,630
889
$463K 0.01%
11,831
890
$460K 0.01%
18,344
891
$460K 0.01%
11,532
892
$459K 0.01%
3,864
893
$457K 0.01%
32,657
894
$455K 0.01%
17,110
895
$455K 0.01%
6,207
896
$454K 0.01%
13,336
897
$451K 0.01%
2,561
898
$449K 0.01%
14,894
899
$449K 0.01%
2,325
900
$449K 0.01%
6,600
34 35
36
37 38