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
2051
$59K ﹤0.01%
689
2052
$58K ﹤0.01%
4,474
2053
$58K ﹤0.01%
939
2054
$58K ﹤0.01%
573
2055
$58K ﹤0.01%
1,513
2056
$58K ﹤0.01%
1,548
2057
$58K ﹤0.01%
893
2058
$58K ﹤0.01%
12,696
2059
$58K ﹤0.01%
1,255
2060
$58K ﹤0.01%
889
2061
$58K ﹤0.01%
1,970
2062
$58K ﹤0.01%
2,105
2063
$58K ﹤0.01%
315
2064
$57K ﹤0.01%
1,312
2065
$57K ﹤0.01%
3,551
2066
$57K ﹤0.01%
1,754
2067
$57K ﹤0.01%
1,869
2068
$57K ﹤0.01%
7,084
2069
$57K ﹤0.01%
1,982
2070
$57K ﹤0.01%
648
2071
$57K ﹤0.01%
1,161
2072
$57K ﹤0.01%
6,500
2073
$57K ﹤0.01%
1,147
2074
$57K ﹤0.01%
1,117
2075
$57K ﹤0.01%
1,220
81 82
83
84 85