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
1351
$174K 0.01%
1,455
1352
$174K 0.01%
2,129
1353
$173K 0.01%
7,646
1354
$173K 0.01%
33
1355
$173K 0.01%
4,704
1356
$173K 0.01%
4,623
1357
$173K 0.01%
7,097
1358
$173K 0.01%
833
1359
$172K 0.01%
3,351
1360
$172K 0.01%
4,431
1361
$172K 0.01%
8,682
1362
$172K 0.01%
4,100
1363
$171K 0.01%
8,449
1364
$171K 0.01%
4,752
1365
$171K 0.01%
4,960
1366
$171K 0.01%
6,543
1367
$171K 0.01%
3,314
1368
$170K 0.01%
13,583
1369
$170K 0.01%
6,750
1370
$170K 0.01%
1,718
1371
$170K 0.01%
6,045
1372
$169K 0.01%
3,420
1373
$169K 0.01%
3,520
1374
$169K 0.01%
1,142
1375
$169K 0.01%
4,844
53 54
55
56 57