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
$2.07B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,345
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.32M
3
+$6.5M
4
OKE icon
Oneok
OKE
+$5.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.96M

Top Sells

1
+$14.4M
2
+$12.3M
3
+$12M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.83M

Sector Composition

1 Financials 6.84%
2 Consumer Staples 6.25%
3 Technology 5.73%
4 Energy 5.71%
5 Healthcare 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$19K ﹤0.01%
126
2477
$19K ﹤0.01%
1,460
2478
$19K ﹤0.01%
1,385
2479
$19K ﹤0.01%
3,148
-2,097
2480
$19K ﹤0.01%
1,703
2481
$19K ﹤0.01%
1,021
+821
2482
$19K ﹤0.01%
700
2483
$19K ﹤0.01%
494
+310
2484
$19K ﹤0.01%
708
+6
2485
$19K ﹤0.01%
187
2486
$19K ﹤0.01%
353
2487
$19K ﹤0.01%
1,177
+329
2488
$19K ﹤0.01%
760
2489
$19K ﹤0.01%
356
2490
$19K ﹤0.01%
552
+264
2491
$19K ﹤0.01%
158
+153
2492
$19K ﹤0.01%
1,050
2493
$19K ﹤0.01%
2,295
+320
2494
$19K ﹤0.01%
2,162
2495
$19K ﹤0.01%
2,500
+245
2496
$19K ﹤0.01%
1,574
-27,041
2497
$19K ﹤0.01%
345
-152
2498
$19K ﹤0.01%
1,053
+401
2499
$19K ﹤0.01%
686
2500
$19K ﹤0.01%
263
98 99
100
101 102