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
976
$371K 0.01%
9,691
977
$370K 0.01%
5,810
978
$369K 0.01%
6,680
979
$369K 0.01%
13,886
980
$369K 0.01%
6,270
981
$369K 0.01%
7,376
982
$369K 0.01%
10,573
983
$366K 0.01%
10,609
984
$364K 0.01%
14,411
985
$364K 0.01%
2,568
986
$363K 0.01%
14,533
987
$363K 0.01%
14,818
988
$363K 0.01%
7,621
989
$357K 0.01%
5,139
990
$357K 0.01%
12,386
991
$357K 0.01%
4,316
992
$356K 0.01%
19,349
993
$355K 0.01%
7,799
994
$355K 0.01%
2,133
995
$353K 0.01%
21,226
996
$352K 0.01%
4,993
997
$351K 0.01%
6,168
998
$351K 0.01%
4,642
999
$351K 0.01%
6,254
1000
$349K 0.01%
5,783
38 39
40
41 42