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
1451
$151K ﹤0.01%
2,369
1452
$150K ﹤0.01%
5,241
1453
$150K ﹤0.01%
1,799
1454
$149K ﹤0.01%
6,191
1455
$149K ﹤0.01%
10,489
1456
$149K ﹤0.01%
6,856
1457
$149K ﹤0.01%
7,036
1458
$148K ﹤0.01%
2,407
1459
$148K ﹤0.01%
1,063
1460
$148K ﹤0.01%
2,583
1461
$148K ﹤0.01%
5,909
1462
$147K ﹤0.01%
4,588
1463
$147K ﹤0.01%
5,879
1464
$147K ﹤0.01%
1,855
1465
$147K ﹤0.01%
13,853
1466
$146K ﹤0.01%
2,249
1467
$146K ﹤0.01%
2,296
1468
$146K ﹤0.01%
1,534
1469
$146K ﹤0.01%
5,951
1470
$145K ﹤0.01%
2,040
-6,120
1471
$145K ﹤0.01%
1,633
1472
$145K ﹤0.01%
4,181
1473
$145K ﹤0.01%
5,226
1474
$145K ﹤0.01%
5,205
1475
$144K ﹤0.01%
398
57 58
59
60 61