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
1701
$97K ﹤0.01%
1,245
1702
$97K ﹤0.01%
723
1703
$97K ﹤0.01%
3,512
1704
$97K ﹤0.01%
4,219
1705
$96K ﹤0.01%
3,465
1706
$96K ﹤0.01%
214,000
1707
$96K ﹤0.01%
2,207
1708
$96K ﹤0.01%
3,864
1709
$96K ﹤0.01%
3,026
1710
$96K ﹤0.01%
1,014
1711
$96K ﹤0.01%
985
1712
$96K ﹤0.01%
2,272
1713
$95K ﹤0.01%
3,280
1714
$95K ﹤0.01%
7,229
1715
$95K ﹤0.01%
2,355
1716
$95K ﹤0.01%
4,700
1717
$95K ﹤0.01%
4,313
+3,450
1718
$95K ﹤0.01%
1,992
1719
$95K ﹤0.01%
4,331
1720
$94K ﹤0.01%
9,823
1721
$94K ﹤0.01%
1,855
1722
$94K ﹤0.01%
3,601
1723
$94K ﹤0.01%
2,068
1724
$94K ﹤0.01%
321
1725
$94K ﹤0.01%
5,296
67 68
69
70 71