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
2501
$19K ﹤0.01%
438
2502
$19K ﹤0.01%
1,050
-1,170
2503
$19K ﹤0.01%
67
-151
2504
$18K ﹤0.01%
544
+250
2505
$18K ﹤0.01%
274
-3
2506
$18K ﹤0.01%
143
-16
2507
$18K ﹤0.01%
732
2508
$18K ﹤0.01%
1,000
2509
$18K ﹤0.01%
4,454
+858
2510
$18K ﹤0.01%
5,315
2511
$18K ﹤0.01%
610
-70
2512
$18K ﹤0.01%
456
+78
2513
$18K ﹤0.01%
495
2514
$18K ﹤0.01%
1,869
2515
$18K ﹤0.01%
1,948
+1,198
2516
$18K ﹤0.01%
279
+24
2517
$18K ﹤0.01%
592
+40
2518
$18K ﹤0.01%
+712
2519
$18K ﹤0.01%
357
+107
2520
$18K ﹤0.01%
1,774
+1,737
2521
$18K ﹤0.01%
427
+420
2522
$18K ﹤0.01%
3,040
-1,600
2523
$18K ﹤0.01%
492
-46,420
2524
$18K ﹤0.01%
150
2525
$18K ﹤0.01%
1,477
+277
99 100
101
102 103