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
2601
$16K ﹤0.01%
872
2602
$16K ﹤0.01%
1,250
-1,250
2603
$16K ﹤0.01%
+607
2604
$16K ﹤0.01%
406
2605
$16K ﹤0.01%
+335
2606
$16K ﹤0.01%
3,155
-2,079
2607
$16K ﹤0.01%
259
+1
2608
$16K ﹤0.01%
177
+58
2609
$16K ﹤0.01%
1,839
-13,722
2610
$16K ﹤0.01%
418
-46
2611
$16K ﹤0.01%
425
+24
2612
$16K ﹤0.01%
+770
2613
$16K ﹤0.01%
220
-149
2614
$16K ﹤0.01%
4,750
2615
$16K ﹤0.01%
389
+139
2616
$16K ﹤0.01%
1,000
2617
$16K ﹤0.01%
562
2618
$16K ﹤0.01%
588
+81
2619
$16K ﹤0.01%
239
+50
2620
$16K ﹤0.01%
300
+220
2621
$16K ﹤0.01%
886
2622
$15K ﹤0.01%
1,945
-620
2623
$15K ﹤0.01%
393
+3
2624
$15K ﹤0.01%
202
+45
2625
$15K ﹤0.01%
1,116
103 104
105
106 107