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
176
$3.97M 0.13%
160,429
177
$3.93M 0.13%
156,539
178
$3.89M 0.12%
58,757
179
$3.84M 0.12%
45,238
180
$3.84M 0.12%
151,446
181
$3.84M 0.12%
81,628
182
$3.83M 0.12%
49,060
183
$3.81M 0.12%
82,300
184
$3.8M 0.12%
17,432
185
$3.8M 0.12%
31,457
186
$3.78M 0.12%
151,965
187
$3.77M 0.12%
138,963
188
$3.76M 0.12%
65,904
189
$3.75M 0.12%
30,462
190
$3.74M 0.12%
6,916
191
$3.72M 0.12%
43,795
192
$3.71M 0.12%
165,480
193
$3.71M 0.12%
149,587
194
$3.7M 0.12%
48,666
195
$3.68M 0.12%
75,377
196
$3.67M 0.12%
127,487
197
$3.65M 0.12%
61,553
198
$3.64M 0.12%
110,465
199
$3.59M 0.11%
96,391
200
$3.58M 0.11%
29,785
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