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
1951
$67K ﹤0.01%
1,370
1952
$67K ﹤0.01%
2,724
1953
$67K ﹤0.01%
4,331
1954
$67K ﹤0.01%
594
1955
$67K ﹤0.01%
2,127
1956
$67K ﹤0.01%
2,945
1957
$67K ﹤0.01%
2,345
1958
$67K ﹤0.01%
877
1959
$67K ﹤0.01%
3,250
1960
$67K ﹤0.01%
3,214
1961
$67K ﹤0.01%
10,000
1962
$67K ﹤0.01%
1,017
1963
$66K ﹤0.01%
2,528
1964
$66K ﹤0.01%
1,322
1965
$66K ﹤0.01%
1,578
1966
$66K ﹤0.01%
1,439
1967
$66K ﹤0.01%
6,521
1968
$66K ﹤0.01%
6,549
1969
$66K ﹤0.01%
463
1970
$66K ﹤0.01%
1,598
1971
$66K ﹤0.01%
4,516
1972
$66K ﹤0.01%
1,716
1973
$66K ﹤0.01%
412
1974
$66K ﹤0.01%
1,458
1975
$66K ﹤0.01%
648
77 78
79
80 81