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
1076
$300K 0.01%
9,622
1077
$300K 0.01%
5,247
1078
$299K 0.01%
5,855
1079
$299K 0.01%
9,655
1080
$299K 0.01%
2,798
1081
$298K 0.01%
3,677
1082
$295K 0.01%
11,788
1083
$294K 0.01%
22,300
1084
$294K 0.01%
7,555
1085
$293K 0.01%
7,599
1086
$293K 0.01%
3,774
1087
$293K 0.01%
33,330
1088
$293K 0.01%
8,433
1089
$293K 0.01%
6,254
1090
$293K 0.01%
6,960
1091
$292K 0.01%
9,882
1092
$292K 0.01%
12,158
1093
$290K 0.01%
2,778
1094
$290K 0.01%
10,725
1095
$290K 0.01%
7,489
1096
– –
0
1097
$289K 0.01%
1,354
1098
$288K 0.01%
11,460
1099
$286K 0.01%
24,326
1100
$286K 0.01%
6,754
42 43
44
45 46