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
2551
$17K ﹤0.01%
236
-37
2552
$17K ﹤0.01%
686
2553
$17K ﹤0.01%
+500
2554
$17K ﹤0.01%
893
+661
2555
$17K ﹤0.01%
2,000
2556
$17K ﹤0.01%
565
+158
2557
$17K ﹤0.01%
1,050
+2
2558
$17K ﹤0.01%
315
2559
$17K ﹤0.01%
910
+750
2560
$17K ﹤0.01%
1,146
2561
$17K ﹤0.01%
1,304
+19
2562
$17K ﹤0.01%
2
2563
$17K ﹤0.01%
1,900
-1,000
2564
$17K ﹤0.01%
330
2565
$17K ﹤0.01%
900
-800
2566
$17K ﹤0.01%
500
+200
2567
$17K ﹤0.01%
204
+84
2568
$17K ﹤0.01%
1,712
+254
2569
$17K ﹤0.01%
775
2570
$17K ﹤0.01%
500
-200
2571
$17K ﹤0.01%
900
+146
2572
$17K ﹤0.01%
900
2573
$17K ﹤0.01%
800
2574
$17K ﹤0.01%
+2,000
2575
$17K ﹤0.01%
332
-39
101 102
103
104 105