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
2576
$16K ﹤0.01%
4,830
-1,060
2577
$16K ﹤0.01%
603
+76
2578
$16K ﹤0.01%
249
-57
2579
$16K ﹤0.01%
794
2580
$16K ﹤0.01%
829
+436
2581
$16K ﹤0.01%
1,158
2582
$16K ﹤0.01%
1,590
-2,000
2583
$16K ﹤0.01%
+680
2584
$16K ﹤0.01%
270
+1
2585
$16K ﹤0.01%
552
+24
2586
$16K ﹤0.01%
1,043
-202
2587
$16K ﹤0.01%
900
2588
$16K ﹤0.01%
500
-158
2589
$16K ﹤0.01%
1,200
2590
$16K ﹤0.01%
4,000
2591
$16K ﹤0.01%
589
+12
2592
$16K ﹤0.01%
960
+315
2593
$16K ﹤0.01%
930
2594
$16K ﹤0.01%
228
-15
2595
$16K ﹤0.01%
1,187
2596
$16K ﹤0.01%
3,041
+864
2597
$16K ﹤0.01%
788
-512
2598
$16K ﹤0.01%
617
2599
$16K ﹤0.01%
1,700
+100
2600
$16K ﹤0.01%
1,159
+1,016
102 103
104
105 106