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
2076
$56K ﹤0.01%
1,794
2077
$56K ﹤0.01%
377
2078
$56K ﹤0.01%
1,547
2079
$56K ﹤0.01%
1,494
2080
$56K ﹤0.01%
2,232
2081
$56K ﹤0.01%
830
2082
$56K ﹤0.01%
1,681
2083
$56K ﹤0.01%
237
2084
$56K ﹤0.01%
1,920
2085
$56K ﹤0.01%
790
2086
$56K ﹤0.01%
1,025
2087
$56K ﹤0.01%
150
2088
$56K ﹤0.01%
3,760
-11,280
2089
$56K ﹤0.01%
1,078
2090
$56K ﹤0.01%
677
2091
$56K ﹤0.01%
1,103
2092
$56K ﹤0.01%
1,884
2093
$56K ﹤0.01%
3,985
2094
$56K ﹤0.01%
2,080
+1,997
2095
$55K ﹤0.01%
1,526
2096
$55K ﹤0.01%
1,034
2097
$55K ﹤0.01%
2,407
2098
$55K ﹤0.01%
604
2099
$55K ﹤0.01%
1,842
2100
$55K ﹤0.01%
2,200
82 83
84
85 86