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
926
$410K 0.01%
14,254
927
$410K 0.01%
16,514
928
$409K 0.01%
31,810
929
$406K 0.01%
5,774
930
$406K 0.01%
9,741
931
$405K 0.01%
4,298
932
$403K 0.01%
15,916
933
$403K 0.01%
12,949
934
$402K 0.01%
6,674
935
$401K 0.01%
13,587
936
$401K 0.01%
12,896
937
$401K 0.01%
8,424
938
$399K 0.01%
13,991
939
$399K 0.01%
31,261
940
$398K 0.01%
3,022
941
$398K 0.01%
6,459
942
$398K 0.01%
4,411
943
$398K 0.01%
11,245
944
$397K 0.01%
8,185
+7,776
945
$396K 0.01%
8,256
946
$395K 0.01%
19,055
947
$394K 0.01%
2,091
948
$393K 0.01%
9,663
949
$393K 0.01%
15,892
950
$393K 0.01%
30,236
36 37
38
39 40