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
2626
$15K ﹤0.01%
240
+7
2627
$15K ﹤0.01%
121
-48
2628
$15K ﹤0.01%
363
+1
2629
$15K ﹤0.01%
624
+195
2630
$15K ﹤0.01%
469
+269
2631
$15K ﹤0.01%
200
2632
$15K ﹤0.01%
817
2633
$15K ﹤0.01%
1,211
2634
$15K ﹤0.01%
1,000
-920
2635
$15K ﹤0.01%
544
-31
2636
$15K ﹤0.01%
+1,800
2637
$15K ﹤0.01%
+600
2638
$15K ﹤0.01%
700
-300
2639
$15K ﹤0.01%
500
2640
$15K ﹤0.01%
283
-18
2641
$15K ﹤0.01%
191
+1
2642
$15K ﹤0.01%
400
2643
$15K ﹤0.01%
6,040
-1,009
2644
$15K ﹤0.01%
800
2645
$15K ﹤0.01%
218
+100
2646
$15K ﹤0.01%
2,400
+700
2647
$15K ﹤0.01%
429
+414
2648
$15K ﹤0.01%
959
+6
2649
$15K ﹤0.01%
663
-1,643
2650
$15K ﹤0.01%
693
-127
104 105
106
107 108