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
1526
$130K ﹤0.01%
1,009
1527
$130K ﹤0.01%
6,813
1528
$130K ﹤0.01%
617
1529
$130K ﹤0.01%
6,507
1530
$130K ﹤0.01%
6,000
1531
$130K ﹤0.01%
2,150
1532
$129K ﹤0.01%
3,746
1533
$129K ﹤0.01%
3,619
1534
$129K ﹤0.01%
3,111
1535
$129K ﹤0.01%
11,187
1536
$129K ﹤0.01%
2,528
1537
$128K ﹤0.01%
886
1538
$128K ﹤0.01%
1,353
1539
$127K ﹤0.01%
2,086
1540
$127K ﹤0.01%
1,046
1541
$127K ﹤0.01%
3,627
1542
$126K ﹤0.01%
6,803
1543
$125K ﹤0.01%
11,049
1544
$125K ﹤0.01%
3,797
1545
$125K ﹤0.01%
3,033
1546
$125K ﹤0.01%
3,484
1547
$124K ﹤0.01%
491
1548
$124K ﹤0.01%
3,830
1549
$124K ﹤0.01%
2,488
1550
$124K ﹤0.01%
3,626
60 61
62
63 64