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
1251
$211K 0.01%
4,058
1252
$211K 0.01%
10,653
1253
$211K 0.01%
4,869
1254
$211K 0.01%
4,915
1255
$210K 0.01%
7,026
1256
$210K 0.01%
11,671
1257
$209K 0.01%
15,728
1258
$209K 0.01%
9,663
1259
$209K 0.01%
4,733
1260
$208K 0.01%
5,700
1261
$208K 0.01%
3,760
1262
$208K 0.01%
3,651
1263
$207K 0.01%
5,879
1264
$207K 0.01%
8,270
1265
$207K 0.01%
3,371
1266
$207K 0.01%
10,244
1267
$207K 0.01%
3,793
1268
$206K 0.01%
6,650
1269
$206K 0.01%
10,732
1270
$206K 0.01%
8,087
1271
$206K 0.01%
4,122
1272
$205K 0.01%
3,188
1273
$205K 0.01%
6,339
1274
$205K 0.01%
3,663
1275
$205K 0.01%
2,645
49 50
51
52 53