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
126
$5.44M 0.17%
215,310
127
$5.38M 0.17%
42,229
128
$5.33M 0.17%
139,443
129
$5.33M 0.17%
39,783
130
$5.28M 0.17%
176,693
131
$5.25M 0.17%
95,840
132
$5.18M 0.17%
151,931
133
$5.17M 0.17%
88,159
134
$5.14M 0.16%
104,222
135
$5.13M 0.16%
203,126
136
$5.11M 0.16%
75,567
137
$5.1M 0.16%
53,744
138
$5.07M 0.16%
59,929
139
$5.05M 0.16%
53,267
140
$5.01M 0.16%
242,507
141
$5M 0.16%
249,143
142
$4.99M 0.16%
63,855
143
$4.97M 0.16%
99,746
144
$4.96M 0.16%
43,758
145
$4.88M 0.16%
49,641
146
$4.75M 0.15%
155,587
147
$4.7M 0.15%
176,034
148
$4.69M 0.15%
85,456
149
$4.69M 0.15%
124,326
150
$4.65M 0.15%
87,907
4 5
6
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