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
1151
$261K 0.01%
7,269
1152
$259K 0.01%
4,139
1153
$258K 0.01%
8,586
1154
$258K 0.01%
7,130
1155
$258K 0.01%
2,275
1156
$257K 0.01%
1,358
1157
$256K 0.01%
2,367
1158
$256K 0.01%
6,728
1159
$256K 0.01%
16,153
1160
$256K 0.01%
6,511
1161
$254K 0.01%
2,326
1162
$254K 0.01%
5,056
1163
$254K 0.01%
4,113
1164
$254K 0.01%
12,841
1165
$253K 0.01%
5,030
1166
$253K 0.01%
21,150
1167
$253K 0.01%
10,219
1168
$252K 0.01%
5,825
1169
$252K 0.01%
6,531
1170
$252K 0.01%
9,700
1171
$251K 0.01%
3,895
1172
$248K 0.01%
3,694
1173
$248K 0.01%
1,710
1174
$245K 0.01%
7,282
1175
$244K 0.01%
3,030
45 46
47
48 49