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
1651
$106K ﹤0.01%
995
1652
$106K ﹤0.01%
1,600
1653
$106K ﹤0.01%
3,125
1654
$106K ﹤0.01%
8,549
1655
$105K ﹤0.01%
3,772
1656
$105K ﹤0.01%
1,061
1657
$105K ﹤0.01%
8,861
1658
$105K ﹤0.01%
772
1659
$105K ﹤0.01%
9,125
1660
$105K ﹤0.01%
2,835
1661
$104K ﹤0.01%
6,754
1662
$104K ﹤0.01%
1,323
1663
$104K ﹤0.01%
8,711
1664
$104K ﹤0.01%
2,740
1665
$104K ﹤0.01%
8,428
1666
$104K ﹤0.01%
1,934
1667
$104K ﹤0.01%
6,433
1668
$103K ﹤0.01%
1,139
1669
$103K ﹤0.01%
1,600
1670
$103K ﹤0.01%
1,967
1671
$103K ﹤0.01%
1,667
1672
$103K ﹤0.01%
2,637
1673
$103K ﹤0.01%
16,816
1674
$103K ﹤0.01%
4,192
1675
$103K ﹤0.01%
1,010
65 66
67
68 69