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
1326
$181K 0.01%
9,393
1327
$181K 0.01%
3,429
1328
$180K 0.01%
1,319
1329
$179K 0.01%
3,120
1330
$179K 0.01%
6,703
1331
$178K 0.01%
6,830
1332
$178K 0.01%
4,556
1333
$177K 0.01%
7,728
1334
$177K 0.01%
6,668
1335
$177K 0.01%
7,559
1336
$176K 0.01%
1,952
1337
$176K 0.01%
11,400
1338
$176K 0.01%
1,952
1339
$176K 0.01%
2,907
1340
$176K 0.01%
1,377
1341
$176K 0.01%
2,686
1342
$176K 0.01%
6,799
1343
$176K 0.01%
4,212
1344
$175K 0.01%
400
1345
$175K 0.01%
3,412
1346
$175K 0.01%
8,739
1347
$175K 0.01%
11,710
1348
$174K 0.01%
3,406
1349
$174K 0.01%
4,800
1350
$174K 0.01%
2,844
52 53
54
55 56