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
951
$392K 0.01%
23,660
952
$389K 0.01%
24,000
953
$386K 0.01%
18,856
954
$386K 0.01%
3,190
955
$385K 0.01%
4,055
956
$385K 0.01%
14,392
957
$382K 0.01%
12,415
958
$382K 0.01%
30,700
959
$381K 0.01%
8,176
960
$380K 0.01%
27,480
961
$379K 0.01%
17,373
962
$379K 0.01%
15,755
963
$379K 0.01%
10,944
964
$379K 0.01%
1,052
965
$379K 0.01%
9,190
966
$378K 0.01%
32,701
967
$377K 0.01%
17,250
968
$375K 0.01%
8,774
969
$375K 0.01%
25,424
970
$375K 0.01%
2,219
971
$374K 0.01%
8,307
972
$374K 0.01%
9,887
973
$373K 0.01%
8,683
974
$372K 0.01%
10,623
975
$371K 0.01%
22,059
37 38
39
40 41