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
1851
$79K ﹤0.01%
1,300
1852
$79K ﹤0.01%
8,200
1853
$79K ﹤0.01%
20,607
1854
$79K ﹤0.01%
424
1855
$79K ﹤0.01%
1,767
1856
$78K ﹤0.01%
1,030
1857
$78K ﹤0.01%
1,007
1858
$78K ﹤0.01%
1,576
1859
$78K ﹤0.01%
2,561
1860
$78K ﹤0.01%
1,600
1861
$78K ﹤0.01%
1,150
1862
$78K ﹤0.01%
1,560
1863
$78K ﹤0.01%
519
1864
$78K ﹤0.01%
1,586
1865
$78K ﹤0.01%
2,062
1866
$78K ﹤0.01%
6,530
1867
$77K ﹤0.01%
416
1868
$77K ﹤0.01%
3,840
1869
$77K ﹤0.01%
6,562
1870
$77K ﹤0.01%
3,216
1871
$77K ﹤0.01%
3,855
1872
$77K ﹤0.01%
2,447
1873
$77K ﹤0.01%
1,861
1874
$77K ﹤0.01%
1,868
1875
$77K ﹤0.01%
9,667
73 74
75
76 77