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
901
$446K 0.01%
16,592
902
$446K 0.01%
4,653
903
$442K 0.01%
12,212
904
$438K 0.01%
16,295
905
$435K 0.01%
28,134
906
$435K 0.01%
1,114
907
$432K 0.01%
5,772
908
$429K 0.01%
7,622
909
$428K 0.01%
6,331
910
$427K 0.01%
21,010
911
$425K 0.01%
2,246
912
$423K 0.01%
16,924
913
$422K 0.01%
14,005
914
$420K 0.01%
42,428
915
$419K 0.01%
10,929
916
$419K 0.01%
16,224
917
$417K 0.01%
8,988
918
$416K 0.01%
5,658
919
$415K 0.01%
2,811
920
$415K 0.01%
11,956
921
$415K 0.01%
16,687
922
$414K 0.01%
18,024
923
$412K 0.01%
1,837
924
$411K 0.01%
11,741
925
$410K 0.01%
17,713
35 36
37
38 39