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
151
$4.63M 0.15%
49,384
152
$4.58M 0.15%
31,705
153
$4.55M 0.15%
61,820
154
$4.52M 0.14%
70,316
155
$4.47M 0.14%
93,688
156
$4.44M 0.14%
246,099
157
$4.43M 0.14%
96,761
158
$4.39M 0.14%
216,786
159
$4.34M 0.14%
48,125
160
$4.33M 0.14%
35,199
161
$4.3M 0.14%
99,707
162
$4.29M 0.14%
87,337
163
$4.23M 0.14%
37,372
164
$4.23M 0.14%
111,935
165
$4.2M 0.13%
139,159
166
$4.2M 0.13%
85,915
167
$4.19M 0.13%
108,635
168
$4.1M 0.13%
51,471
169
$4.09M 0.13%
127,499
170
$4.08M 0.13%
164,040
171
$4.06M 0.13%
36,345
172
$4.05M 0.13%
132,924
173
$4.01M 0.13%
135,119
174
$3.99M 0.13%
33,053
175
$3.99M 0.13%
21,888
5 6
7
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