IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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 3.07%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.8M 2.55%
272,520
-5,177,880
2
$68.7M 2.2%
735,971
3
$38.6M 1.24%
1,765,011
4
$30.7M 0.98%
267,313
5
$28.5M 0.91%
636,746
6
$26.1M 0.84%
256,837
7
$25.5M 0.82%
120,171
8
$23.4M 0.75%
115,857
9
$23.2M 0.74%
1,074,892
10
$22.5M 0.72%
129,072
11
$22.5M 0.72%
447,013
12
$22.1M 0.71%
267,978
13
$21.7M 0.69%
1,135,924
14
$20.6M 0.66%
348,541
15
$20.4M 0.65%
101,631
16
$20M 0.64%
239,915
17
$19.8M 0.63%
611,319
18
$19.8M 0.63%
215,953
19
$19.7M 0.63%
809,554
20
$19.3M 0.62%
230,799
21
$17.4M 0.56%
159,502
22
$17.3M 0.55%
688,718
23
$17.2M 0.55%
190,781
24
$16.4M 0.53%
519,348
25
$16.3M 0.52%
143,054
1
2 3 4 5