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
2251
$44K ﹤0.01%
2,241
2252
$44K ﹤0.01%
1,746
2253
$44K ﹤0.01%
1,949
2254
$44K ﹤0.01%
2,100
2255
$44K ﹤0.01%
485
2256
$44K ﹤0.01%
467
2257
$44K ﹤0.01%
2,000
2258
$44K ﹤0.01%
1,984
2259
$44K ﹤0.01%
172
2260
$44K ﹤0.01%
603
2261
$44K ﹤0.01%
650
2262
$44K ﹤0.01%
908
2263
$43K ﹤0.01%
3,750
2264
$43K ﹤0.01%
2,100
2265
$43K ﹤0.01%
902
2266
$43K ﹤0.01%
1,360
2267
$43K ﹤0.01%
3,842
2268
$43K ﹤0.01%
2,135
2269
$43K ﹤0.01%
2
2270
$43K ﹤0.01%
1,070
2271
$43K ﹤0.01%
1,143
2272
$43K ﹤0.01%
340
2273
$43K ﹤0.01%
1,574
2274
$43K ﹤0.01%
1,052
2275
$43K ﹤0.01%
679
89 90
91
92 93