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
1976
$65K ﹤0.01%
3,274
1977
$65K ﹤0.01%
1,435
1978
$65K ﹤0.01%
1,912
1979
$65K ﹤0.01%
13,011
1980
$65K ﹤0.01%
3,706
1981
$65K ﹤0.01%
1,005
1982
$65K ﹤0.01%
29,947
+23,958
1983
$65K ﹤0.01%
869
1984
$64K ﹤0.01%
1,850
1985
$64K ﹤0.01%
2,146
1986
$64K ﹤0.01%
2,102
1987
$64K ﹤0.01%
1,141
1988
$64K ﹤0.01%
1,351
1989
$64K ﹤0.01%
1,037
1990
$64K ﹤0.01%
1,253
1991
$64K ﹤0.01%
854
1992
$64K ﹤0.01%
1,254
1993
$64K ﹤0.01%
1,381
1994
$64K ﹤0.01%
756
1995
$64K ﹤0.01%
1,977
1996
$64K ﹤0.01%
1,771
1997
$63K ﹤0.01%
1,653
1998
$63K ﹤0.01%
2,600
1999
$63K ﹤0.01%
2,110
2000
$63K ﹤0.01%
4,030
78 79
80
81 82