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
1876
$76K ﹤0.01%
580
1877
$76K ﹤0.01%
8,524
1878
$76K ﹤0.01%
326
1879
$76K ﹤0.01%
2,174
1880
$76K ﹤0.01%
585
1881
$76K ﹤0.01%
475
1882
$75K ﹤0.01%
2,688
1883
$75K ﹤0.01%
60
1884
$75K ﹤0.01%
1,304
1885
$75K ﹤0.01%
1,657
1886
$75K ﹤0.01%
2,531
1887
$75K ﹤0.01%
2,960
1888
$75K ﹤0.01%
13,363
1889
$75K ﹤0.01%
1,437
1890
$74K ﹤0.01%
1,627
1891
$74K ﹤0.01%
3,719
1892
$74K ﹤0.01%
818
1893
$74K ﹤0.01%
1,160
1894
$74K ﹤0.01%
4,007
1895
$74K ﹤0.01%
5,506
1896
$74K ﹤0.01%
1,226
1897
$74K ﹤0.01%
373
1898
$74K ﹤0.01%
123
1899
$73K ﹤0.01%
1,384
1900
$73K ﹤0.01%
2,453
74 75
76
77 78