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
1801
$86K ﹤0.01%
1,445
1802
$85K ﹤0.01%
2,079
1803
$85K ﹤0.01%
1,279
1804
$85K ﹤0.01%
3,377
1805
$85K ﹤0.01%
3,050
1806
$84K ﹤0.01%
4,332
1807
$84K ﹤0.01%
1,358
1808
$84K ﹤0.01%
3,706
1809
$84K ﹤0.01%
765
1810
$84K ﹤0.01%
987
1811
$84K ﹤0.01%
3,426
1812
$83K ﹤0.01%
1,980
1813
$83K ﹤0.01%
1,702
1814
$83K ﹤0.01%
743
1815
$83K ﹤0.01%
2,430
1816
$82K ﹤0.01%
1,856
1817
$82K ﹤0.01%
5,685
1818
$82K ﹤0.01%
4,665
1819
$82K ﹤0.01%
2,859
1820
$82K ﹤0.01%
8,678
1821
$82K ﹤0.01%
1,720
1822
$82K ﹤0.01%
1,403
1823
$82K ﹤0.01%
4,900
1824
$81K ﹤0.01%
742
1825
$81K ﹤0.01%
1,414
71 72
73
74 75