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
1201
$233K 0.01%
4,476
1202
$232K 0.01%
8,108
1203
$232K 0.01%
3,968
1204
$232K 0.01%
1,908
1205
$230K 0.01%
8,875
1206
$230K 0.01%
4,564
1207
$229K 0.01%
18,467
1208
$229K 0.01%
13,986
1209
$229K 0.01%
4,380
-132
1210
$228K 0.01%
3,942
-11,826
1211
$226K 0.01%
7,549
1212
$226K 0.01%
7,447
1213
$225K 0.01%
2,321
1214
$225K 0.01%
10,251
1215
$225K 0.01%
7,484
1216
$225K 0.01%
5,006
1217
$225K 0.01%
2,748
1218
$225K 0.01%
2,727
1219
$224K 0.01%
3,496
1220
$223K 0.01%
9,066
1221
$223K 0.01%
10,745
1222
$223K 0.01%
6,840
1223
$222K 0.01%
1,990
1224
$222K 0.01%
5,167
1225
$222K 0.01%
4,601
47 48
49
50 51