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
1926
$70K ﹤0.01%
2,064
1927
$70K ﹤0.01%
4,098
1928
$70K ﹤0.01%
2,846
1929
$70K ﹤0.01%
2,661
1930
$69K ﹤0.01%
4,449
1931
$69K ﹤0.01%
656
1932
$69K ﹤0.01%
11,185
+5,592
1933
$69K ﹤0.01%
1,000
1934
$69K ﹤0.01%
2,211
1935
$69K ﹤0.01%
1,087
1936
$69K ﹤0.01%
9,225
1937
$69K ﹤0.01%
5,018
1938
$69K ﹤0.01%
2,645
1939
$69K ﹤0.01%
511
1940
$69K ﹤0.01%
15,750
1941
$69K ﹤0.01%
3,432
1942
$68K ﹤0.01%
972
1943
$68K ﹤0.01%
1,061
1944
$68K ﹤0.01%
1,221
1945
$68K ﹤0.01%
1,079
1946
$68K ﹤0.01%
2,241
1947
$68K ﹤0.01%
4,398
1948
$67K ﹤0.01%
4,692
1949
$67K ﹤0.01%
695
1950
$67K ﹤0.01%
550
76 77
78
79 80