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
1726
$93K ﹤0.01%
4,135
1727
$93K ﹤0.01%
740
1728
$93K ﹤0.01%
3,915
1729
$93K ﹤0.01%
4,846
1730
$93K ﹤0.01%
1,486
1731
$93K ﹤0.01%
1,368
1732
$93K ﹤0.01%
1,466
1733
$92K ﹤0.01%
3,367
1734
$92K ﹤0.01%
1,181
1735
$92K ﹤0.01%
4,139
1736
$92K ﹤0.01%
723
1737
$92K ﹤0.01%
1,239
1738
$92K ﹤0.01%
2,788
1739
$92K ﹤0.01%
1,079
-1,079
1740
$92K ﹤0.01%
1,428
1741
$92K ﹤0.01%
4,547
1742
$92K ﹤0.01%
1,000
1743
$91K ﹤0.01%
947
1744
$91K ﹤0.01%
3,543
1745
$91K ﹤0.01%
1,238
1746
$91K ﹤0.01%
2,454
1747
$91K ﹤0.01%
3,967
1748
$91K ﹤0.01%
11,004
1749
$91K ﹤0.01%
720
1750
$91K ﹤0.01%
7,500
68 69
70
71 72