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
1476
$144K ﹤0.01%
957
1477
$143K ﹤0.01%
2,487
1478
$143K ﹤0.01%
5,747
1479
$143K ﹤0.01%
2,422
1480
$143K ﹤0.01%
4,151
1481
$143K ﹤0.01%
7,154
1482
$142K ﹤0.01%
3,306
1483
$142K ﹤0.01%
27,759
1484
$141K ﹤0.01%
2,452
1485
$141K ﹤0.01%
1,908
1486
$140K ﹤0.01%
3,391
1487
$140K ﹤0.01%
2,147
1488
$140K ﹤0.01%
2,483
1489
$139K ﹤0.01%
2,172
1490
$138K ﹤0.01%
2,497
1491
$138K ﹤0.01%
4,411
1492
$138K ﹤0.01%
12,167
1493
$138K ﹤0.01%
2,273
1494
$137K ﹤0.01%
2,122
1495
$137K ﹤0.01%
1,020
1496
$137K ﹤0.01%
3,822
1497
$136K ﹤0.01%
17,935
1498
$136K ﹤0.01%
2,946
1499
$136K ﹤0.01%
3,817
1500
$135K ﹤0.01%
4,224
58 59
60
61 62