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
1676
$103K ﹤0.01%
1,059
1677
$102K ﹤0.01%
3,964
1678
$102K ﹤0.01%
2,633
1679
$102K ﹤0.01%
2,063
1680
$102K ﹤0.01%
8,492
1681
$102K ﹤0.01%
8,047
1682
$102K ﹤0.01%
150
1683
$101K ﹤0.01%
6,861
1684
$101K ﹤0.01%
1,232
1685
$101K ﹤0.01%
3,877
1686
$100K ﹤0.01%
27
1687
$100K ﹤0.01%
5,945
1688
$100K ﹤0.01%
4,000
1689
$100K ﹤0.01%
1,553
1690
$100K ﹤0.01%
2,426
1691
$100K ﹤0.01%
318
1692
$99K ﹤0.01%
38,170
1693
$99K ﹤0.01%
1,453
1694
$99K ﹤0.01%
621
1695
$99K ﹤0.01%
10,671
1696
$98K ﹤0.01%
8,213
1697
$98K ﹤0.01%
2,503
1698
$98K ﹤0.01%
3,181
1699
$98K ﹤0.01%
180
1700
$98K ﹤0.01%
2,746
66 67
68
69 70