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
101
$6.79M 0.22%
268,368
102
$6.73M 0.22%
94,123
103
$6.65M 0.21%
52,890
104
$6.31M 0.2%
133,055
105
$6.28M 0.2%
95,912
106
$6.04M 0.19%
134,468
107
$6.01M 0.19%
57,350
108
$5.99M 0.19%
56,174
109
$5.97M 0.19%
69,954
110
$5.95M 0.19%
20,047
111
$5.94M 0.19%
127,126
112
$5.93M 0.19%
73,013
113
$5.93M 0.19%
109,832
114
$5.88M 0.19%
118,249
115
$5.77M 0.18%
109,554
116
$5.76M 0.18%
298,878
117
$5.74M 0.18%
181,298
118
$5.72M 0.18%
105,144
119
$5.67M 0.18%
57,019
120
$5.65M 0.18%
90,624
-362,496
121
$5.64M 0.18%
112,894
122
$5.64M 0.18%
131,136
123
$5.56M 0.18%
130,087
124
$5.54M 0.18%
152,626
125
$5.53M 0.18%
56,030
3 4
5
6 7