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
201
$3.57M 0.11%
144,611
202
$3.56M 0.11%
41,224
203
$3.56M 0.11%
133,479
204
$3.55M 0.11%
24,573
205
$3.54M 0.11%
142,651
206
$3.53M 0.11%
139,609
207
$3.53M 0.11%
34,580
208
$3.51M 0.11%
99,280
209
$3.5M 0.11%
45,309
210
$3.48M 0.11%
13,308
211
$3.48M 0.11%
189,486
212
$3.46M 0.11%
122,059
213
$3.44M 0.11%
28,549
214
$3.44M 0.11%
43,856
215
$3.41M 0.11%
72,640
216
$3.41M 0.11%
227,904
217
$3.39M 0.11%
131,402
218
$3.37M 0.11%
78,672
219
$3.35M 0.11%
45,695
220
$3.34M 0.11%
28,954
221
$3.33M 0.11%
54,731
222
$3.32M 0.11%
131,427
223
$3.27M 0.1%
116,512
224
$3.27M 0.1%
42,657
225
$3.27M 0.1%
73,350
7 8
9
10 11