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
1126
$275K 0.01%
15,120
1127
$274K 0.01%
2,883
1128
$273K 0.01%
53,371
1129
$273K 0.01%
10,332
1130
$272K 0.01%
12,501
1131
$272K 0.01%
11,863
1132
$272K 0.01%
7,487
1133
$271K 0.01%
5,265
1134
$270K 0.01%
11,730
1135
$270K 0.01%
10,715
1136
$269K 0.01%
4,304
1137
$269K 0.01%
10,325
1138
$269K 0.01%
3,225
1139
$268K 0.01%
7,485
1140
$267K 0.01%
23,789
1141
$266K 0.01%
9,594
1142
$266K 0.01%
13,653
1143
$265K 0.01%
2,744
1144
$264K 0.01%
10,378
1145
$264K 0.01%
5,260
1146
$262K 0.01%
1,097
1147
$262K 0.01%
2,790
1148
$262K 0.01%
3,786
1149
$261K 0.01%
11,360
1150
$261K 0.01%
13,290
44 45
46
47 48