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
1051
$313K 0.01%
8,715
1052
$311K 0.01%
16,449
1053
$310K 0.01%
4,973
1054
$310K 0.01%
2,702
1055
$310K 0.01%
12,276
1056
$310K 0.01%
13,901
1057
$310K 0.01%
6,151
1058
$309K 0.01%
4,386
1059
$309K 0.01%
12,578
1060
$309K 0.01%
7,806
1061
$308K 0.01%
5,855
1062
$308K 0.01%
6,380
1063
$307K 0.01%
7,962
1064
$306K 0.01%
6,727
1065
$305K 0.01%
2,039
1066
$305K 0.01%
9,909
1067
$304K 0.01%
22,267
1068
$303K 0.01%
7,723
1069
$302K 0.01%
6,043
1070
$302K 0.01%
11,437
1071
$302K 0.01%
25,971
1072
$302K 0.01%
12,423
1073
$301K 0.01%
10,601
1074
$300K 0.01%
1,996
1075
$300K 0.01%
12,404
41 42
43
44 45