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
1901
$73K ﹤0.01%
920
1902
$73K ﹤0.01%
1,026
1903
$73K ﹤0.01%
2,605
1904
$72K ﹤0.01%
1,000
1905
$72K ﹤0.01%
1,594
1906
$72K ﹤0.01%
3,662
1907
$72K ﹤0.01%
1,444
1908
$72K ﹤0.01%
2,610
1909
$72K ﹤0.01%
400
1910
$72K ﹤0.01%
3,301
1911
$72K ﹤0.01%
498
1912
$72K ﹤0.01%
2,815
1913
$71K ﹤0.01%
5,482
1914
$71K ﹤0.01%
1,533
1915
$71K ﹤0.01%
1,685
1916
$71K ﹤0.01%
2,095
1917
$71K ﹤0.01%
2,235
1918
$71K ﹤0.01%
176
1919
$71K ﹤0.01%
1,172
1920
$71K ﹤0.01%
2,225
1921
$71K ﹤0.01%
2,286
1922
$71K ﹤0.01%
549
1923
$70K ﹤0.01%
7,943
1924
$70K ﹤0.01%
1,400
1925
$70K ﹤0.01%
1,198
75 76
77
78 79