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
1301
$193K 0.01%
3,855
1302
$193K 0.01%
1,472
1303
$193K 0.01%
3,183
1304
$192K 0.01%
20,166
1305
$188K 0.01%
2,500
1306
$188K 0.01%
5,022
1307
$187K 0.01%
7,342
1308
$187K 0.01%
4,049
1309
$186K 0.01%
3,429
1310
$186K 0.01%
1,889
-5,667
1311
$186K 0.01%
2,319
1312
$186K 0.01%
3,678
1313
$186K 0.01%
4,570
1314
$186K 0.01%
4,647
1315
$185K 0.01%
4,416
1316
$185K 0.01%
12,955
1317
$184K 0.01%
1,227
1318
$184K 0.01%
13,142
1319
$183K 0.01%
5,562
1320
$183K 0.01%
3,642
1321
$183K 0.01%
6,014
1322
$183K 0.01%
3,671
1323
$183K 0.01%
7,256
1324
$182K 0.01%
9,026
1325
$182K 0.01%
3,095
51 52
53
54 55