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
76
$8.99M 0.29%
156,677
77
$8.99M 0.29%
84,111
78
$8.97M 0.29%
198,328
79
$8.95M 0.29%
60,422
80
$8.84M 0.28%
76,772
81
$8.74M 0.28%
362,659
82
$8.51M 0.27%
400,543
83
$8.49M 0.27%
4,200
84
$8.48M 0.27%
69,977
85
$8.4M 0.27%
480,613
86
$8.38M 0.27%
338,832
87
$7.83M 0.25%
197,125
88
$7.83M 0.25%
239,154
89
$7.8M 0.25%
47,523
90
$7.8M 0.25%
215,140
91
$7.75M 0.25%
132,086
92
$7.64M 0.24%
127,496
93
$7.46M 0.24%
98,573
94
$7.4M 0.24%
94,264
95
$7.19M 0.23%
39,803
96
$7.08M 0.23%
54,753
97
$6.99M 0.22%
63,355
98
$6.92M 0.22%
43,076
99
$6.85M 0.22%
164,077
100
$6.82M 0.22%
65,054
2 3
4
5 6