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
1176
$243K 0.01%
5,323
1177
$243K 0.01%
4,389
1178
$243K 0.01%
6,328
1179
$242K 0.01%
463
1180
$242K 0.01%
2,605
1181
$242K 0.01%
2,013
1182
$242K 0.01%
18,350
1183
$242K 0.01%
3,690
1184
$242K 0.01%
4,919
1185
$242K 0.01%
10,756
1186
$241K 0.01%
9,715
1187
$239K 0.01%
3,785
1188
$238K 0.01%
9,027
1189
$238K 0.01%
1,133
1190
$238K 0.01%
3,620
1191
$237K 0.01%
11,324
1192
$236K 0.01%
3,593
1193
$236K 0.01%
599
1194
$235K 0.01%
9,510
1195
$235K 0.01%
17,855
1196
$234K 0.01%
3,662
1197
$233K 0.01%
14,783
1198
$233K 0.01%
2,558
1199
$233K 0.01%
1,560
1200
$233K 0.01%
38,393
46 47
48
49 50