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
1026
$332K 0.01%
4,037
1027
$332K 0.01%
7,218
1028
$332K 0.01%
4,362
1029
$332K 0.01%
12,578
1030
$331K 0.01%
516
1031
$330K 0.01%
9,412
1032
$329K 0.01%
13,139
1033
$328K 0.01%
5,906
1034
$328K 0.01%
6,531
1035
$327K 0.01%
17,672
1036
$325K 0.01%
10,736
1037
$324K 0.01%
8,451
1038
$324K 0.01%
13,192
1039
$322K 0.01%
12,439
1040
$322K 0.01%
9,784
1041
$321K 0.01%
1,973
1042
$319K 0.01%
12,622
1043
$315K 0.01%
4,048
1044
$315K 0.01%
250
1045
$315K 0.01%
17,251
1046
$314K 0.01%
2,666
1047
$313K 0.01%
4,146
1048
$313K 0.01%
3,522
1049
$313K 0.01%
3,068
1050
$313K 0.01%
2,219
40 41
42
43 44