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
1601
$115K ﹤0.01%
7,177
1602
$115K ﹤0.01%
4,858
1603
$114K ﹤0.01%
1,324
1604
$113K ﹤0.01%
1,655
1605
$113K ﹤0.01%
3,195
1606
$113K ﹤0.01%
1,448
1607
$113K ﹤0.01%
4,647
1608
$113K ﹤0.01%
1,601
1609
$113K ﹤0.01%
1,706
1610
$112K ﹤0.01%
7,000
1611
$112K ﹤0.01%
5,440
1612
$112K ﹤0.01%
1,837
1613
$112K ﹤0.01%
5,382
1614
$112K ﹤0.01%
3,075
1615
$112K ﹤0.01%
2,829
1616
$112K ﹤0.01%
1,895
1617
$112K ﹤0.01%
764
1618
$112K ﹤0.01%
6,584
1619
$111K ﹤0.01%
2,067
1620
$111K ﹤0.01%
8,840
1621
$111K ﹤0.01%
2,254
1622
$111K ﹤0.01%
855
1623
$111K ﹤0.01%
4,534
1624
$110K ﹤0.01%
11,786
-251
1625
$110K ﹤0.01%
3,611
63 64
65
66 67