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
2101
$55K ﹤0.01%
1,435
2102
$55K ﹤0.01%
1,250
2103
$55K ﹤0.01%
787
2104
$55K ﹤0.01%
3,667
2105
$55K ﹤0.01%
4,228
2106
$55K ﹤0.01%
804
2107
$55K ﹤0.01%
1,166
2108
$54K ﹤0.01%
466
2109
$54K ﹤0.01%
631
2110
$54K ﹤0.01%
1,435
2111
$54K ﹤0.01%
775
2112
$54K ﹤0.01%
1,612
2113
$54K ﹤0.01%
1,672
2114
$54K ﹤0.01%
2,719
+2,447
2115
$54K ﹤0.01%
2,282
2116
$54K ﹤0.01%
4,263
2117
$54K ﹤0.01%
2,248
2118
$54K ﹤0.01%
1,323
2119
$53K ﹤0.01%
437
2120
$53K ﹤0.01%
1,152
2121
$53K ﹤0.01%
3,300
2122
$53K ﹤0.01%
470
2123
$53K ﹤0.01%
845
2124
$53K ﹤0.01%
1,516
2125
$53K ﹤0.01%
1,138
83 84
85
86 87