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
1576
$120K ﹤0.01%
3,531
1577
$120K ﹤0.01%
6,166
1578
$120K ﹤0.01%
3,581
1579
$120K ﹤0.01%
3,789
1580
$119K ﹤0.01%
5,056
1581
$119K ﹤0.01%
4,602
1582
$119K ﹤0.01%
19,568
1583
$119K ﹤0.01%
2,443
1584
$118K ﹤0.01%
5,523
1585
$118K ﹤0.01%
2,940
1586
$118K ﹤0.01%
4,755
1587
$118K ﹤0.01%
1,365
1588
$118K ﹤0.01%
3,539
1589
$117K ﹤0.01%
4,617
1590
$117K ﹤0.01%
1,618
1591
$117K ﹤0.01%
1,065
1592
$117K ﹤0.01%
3,040
1593
$116K ﹤0.01%
1,906
1594
$116K ﹤0.01%
3,433
1595
$116K ﹤0.01%
3,699
1596
$116K ﹤0.01%
1,651
1597
$116K ﹤0.01%
5,140
1598
$116K ﹤0.01%
13,631
1599
$115K ﹤0.01%
2,314
1600
$115K ﹤0.01%
3,856
62 63
64
65 66