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
2651
$15K ﹤0.01%
2,500
-7,579
2652
$15K ﹤0.01%
4,763
+600
2653
$15K ﹤0.01%
1,065
2654
$15K ﹤0.01%
283
2655
$15K ﹤0.01%
305
2656
$15K ﹤0.01%
320
+174
2657
$15K ﹤0.01%
+1,000
2658
$15K ﹤0.01%
1,000
2659
$15K ﹤0.01%
4,000
2660
$15K ﹤0.01%
107
2661
$15K ﹤0.01%
197
-222
2662
$15K ﹤0.01%
444
2663
$15K ﹤0.01%
+605
2664
$15K ﹤0.01%
1,895
2665
$15K ﹤0.01%
+300
2666
$14K ﹤0.01%
272
2667
$14K ﹤0.01%
399
-181
2668
$14K ﹤0.01%
+291
2669
$14K ﹤0.01%
955
+90
2670
$14K ﹤0.01%
+500
2671
$14K ﹤0.01%
700
2672
$14K ﹤0.01%
657
2673
$14K ﹤0.01%
151
+101
2674
$14K ﹤0.01%
638
-5,599
2675
$14K ﹤0.01%
863
+13
105 106
107
108 109