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
1501
$135K ﹤0.01%
2,472
1502
$135K ﹤0.01%
4,704
1503
$134K ﹤0.01%
9,250
1504
$134K ﹤0.01%
6,187
1505
$133K ﹤0.01%
4,100
1506
$133K ﹤0.01%
2,489
1507
$133K ﹤0.01%
5,012
1508
$133K ﹤0.01%
1,744
1509
$132K ﹤0.01%
1,170
1510
$132K ﹤0.01%
9,379
1511
$132K ﹤0.01%
5,750
1512
$132K ﹤0.01%
6,770
1513
$132K ﹤0.01%
2,357
1514
$131K ﹤0.01%
6,563
1515
$131K ﹤0.01%
4,630
1516
$131K ﹤0.01%
2,746
1517
$131K ﹤0.01%
2,050
1518
$131K ﹤0.01%
5,211
1519
$131K ﹤0.01%
5,138
1520
$131K ﹤0.01%
1
1521
$130K ﹤0.01%
12,347
1522
$130K ﹤0.01%
6,439
1523
$130K ﹤0.01%
31
1524
$130K ﹤0.01%
11,008
1525
$130K ﹤0.01%
500
59 60
61
62 63