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
1226
$222K 0.01%
3,398
1227
$221K 0.01%
4,024
1228
$220K 0.01%
4,818
1229
$220K 0.01%
13,890
1230
$219K 0.01%
4,489
1231
$219K 0.01%
2,933
1232
$218K 0.01%
5,411
1233
$218K 0.01%
11,544
1234
$217K 0.01%
2,918
1235
$216K 0.01%
2,748
1236
$216K 0.01%
1,635
1237
$216K 0.01%
2,191
1238
$216K 0.01%
16,803
1239
$216K 0.01%
18,800
1240
$214K 0.01%
5,837
1241
$214K 0.01%
3,666
1242
$214K 0.01%
1,521
1243
$214K 0.01%
28,902
1244
$214K 0.01%
209
1245
$214K 0.01%
3,153
1246
$213K 0.01%
4,446
1247
$212K 0.01%
8,159
1248
$212K 0.01%
2,994
1249
$212K 0.01%
10,549
1250
$212K 0.01%
10,036
48 49
50
51 52