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
1401
$164K 0.01%
6,432
1402
$163K 0.01%
3,275
1403
$163K 0.01%
12,811
1404
$162K 0.01%
1,898
1405
$162K 0.01%
156,600
1406
$161K 0.01%
897
1407
$161K 0.01%
7,026
1408
$161K 0.01%
5,785
1409
$160K 0.01%
1,721
1410
$160K 0.01%
4,153
1411
$160K 0.01%
1,344
1412
$160K 0.01%
978
1413
$160K 0.01%
5,398
1414
$160K 0.01%
2,141
1415
$160K 0.01%
12,015
1416
$160K 0.01%
2,455
1417
$159K 0.01%
1,324
1418
$159K 0.01%
9,121
1419
$158K 0.01%
3,026
1420
$158K 0.01%
6,646
1421
$158K 0.01%
2,492
1422
$157K 0.01%
1,784
1423
$157K 0.01%
3,297
1424
$157K 0.01%
5,810
1425
$157K 0.01%
872
55 56
57
58 59