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
1101
$285K 0.01%
13,344
1102
$285K 0.01%
17,855
1103
$285K 0.01%
5,978
1104
$284K 0.01%
1,682
1105
$284K 0.01%
10,743
1106
$284K 0.01%
4,843
1107
$283K 0.01%
1,959
1108
$283K 0.01%
7,306
1109
$283K 0.01%
10,198
1110
$280K 0.01%
5,304
-642
1111
$280K 0.01%
4,586
1112
$280K 0.01%
2,726
1113
$279K 0.01%
14,890
1114
$279K 0.01%
1,141
1115
$279K 0.01%
5,789
1116
$279K 0.01%
3,996
1117
$279K 0.01%
11,042
1118
$278K 0.01%
4,834
1119
$278K 0.01%
3,667
1120
$277K 0.01%
6,072
1121
$277K 0.01%
3,057
1122
$277K 0.01%
11,073
1123
$277K 0.01%
2,948
1124
$276K 0.01%
4,124
1125
$276K 0.01%
805
43 44
45
46 47