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
2001
$63K ﹤0.01%
2,500
2002
$62K ﹤0.01%
526
2003
$62K ﹤0.01%
1,789
2004
$62K ﹤0.01%
364
2005
$62K ﹤0.01%
1,309
2006
$61K ﹤0.01%
372
2007
$61K ﹤0.01%
2,416
2008
$61K ﹤0.01%
1,306
2009
$61K ﹤0.01%
660
2010
$61K ﹤0.01%
244
2011
$61K ﹤0.01%
1,413
2012
$61K ﹤0.01%
1,776
2013
$61K ﹤0.01%
1,775
2014
$61K ﹤0.01%
1,984
2015
$61K ﹤0.01%
1,512
2016
$61K ﹤0.01%
4,942
2017
$61K ﹤0.01%
3,300
2018
$60K ﹤0.01%
400
2019
$60K ﹤0.01%
1,787
2020
$60K ﹤0.01%
1,952
2021
$60K ﹤0.01%
1,284
2022
$60K ﹤0.01%
1,222
2023
$60K ﹤0.01%
4,845
2024
$60K ﹤0.01%
1,245
2025
$60K ﹤0.01%
1,564
79 80
81
82 83