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
2151
$52K ﹤0.01%
6,033
2152
$52K ﹤0.01%
1,727
2153
$52K ﹤0.01%
2,500
2154
$52K ﹤0.01%
433
2155
$52K ﹤0.01%
720
2156
$51K ﹤0.01%
1,443
2157
$51K ﹤0.01%
1,672
2158
$51K ﹤0.01%
1,000
2159
$51K ﹤0.01%
782
2160
$51K ﹤0.01%
971
2161
$51K ﹤0.01%
717
2162
$51K ﹤0.01%
2,046
2163
$51K ﹤0.01%
716
2164
$51K ﹤0.01%
1,405
2165
$51K ﹤0.01%
4,526
2166
$51K ﹤0.01%
2,499
2167
$51K ﹤0.01%
2,402
2168
$51K ﹤0.01%
2,052
2169
$51K ﹤0.01%
1
2170
$50K ﹤0.01%
75
2171
$50K ﹤0.01%
3,135
2172
$50K ﹤0.01%
915
2173
$50K ﹤0.01%
878
2174
$50K ﹤0.01%
1,230
2175
$50K ﹤0.01%
1,414
85 86
87
88 89