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
2526
$18K ﹤0.01%
1,165
+32
2527
$18K ﹤0.01%
1,074
2528
$18K ﹤0.01%
513
+8
2529
$18K ﹤0.01%
818
2530
$18K ﹤0.01%
699
+189
2531
$18K ﹤0.01%
1,913
-1,494
2532
$18K ﹤0.01%
1,330
2533
$18K ﹤0.01%
645
+328
2534
$18K ﹤0.01%
1,700
2535
$18K ﹤0.01%
3,504
+1,004
2536
$18K ﹤0.01%
9,933
-7,534
2537
$18K ﹤0.01%
830
2538
$17K ﹤0.01%
600
2539
$17K ﹤0.01%
530
+435
2540
$17K ﹤0.01%
749
2541
$17K ﹤0.01%
559
+539
2542
$17K ﹤0.01%
3,922
-6,293
2543
$17K ﹤0.01%
500
2544
$17K ﹤0.01%
241
+91
2545
$17K ﹤0.01%
161
2546
$17K ﹤0.01%
218
2547
$17K ﹤0.01%
551
+421
2548
$17K ﹤0.01%
327
+10
2549
$17K ﹤0.01%
10
+6
2550
$17K ﹤0.01%
510
100 101
102
103 104