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
1001
$349K 0.01%
3,925
1002
$349K 0.01%
6,244
1003
$347K 0.01%
5,283
1004
$346K 0.01%
22,855
1005
$345K 0.01%
4,961
1006
$345K 0.01%
17,952
1007
$344K 0.01%
17,520
1008
$344K 0.01%
12,528
1009
$342K 0.01%
13,847
1010
$342K 0.01%
7,916
1011
$339K 0.01%
883
1012
$338K 0.01%
14,383
1013
$338K 0.01%
9,768
1014
$338K 0.01%
12,356
1015
$336K 0.01%
5,700
1016
$336K 0.01%
21,908
1017
$336K 0.01%
6,206
1018
$335K 0.01%
1,681
1019
$335K 0.01%
9,221
1020
$334K 0.01%
28,969
1021
$333K 0.01%
12,847
1022
$333K 0.01%
68,146
1023
$333K 0.01%
6,389
1024
$333K 0.01%
2,567
1025
$332K 0.01%
7,594
39 40
41
42 43