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
2701
$14K ﹤0.01%
315
2702
$14K ﹤0.01%
2,700
2703
$14K ﹤0.01%
1,550
2704
$14K ﹤0.01%
239
-5
2705
$14K ﹤0.01%
149
-97
2706
$14K ﹤0.01%
545
+200
2707
$13K ﹤0.01%
1,142
2708
$13K ﹤0.01%
1,000
2709
$13K ﹤0.01%
275
2710
$13K ﹤0.01%
364
+16
2711
$13K ﹤0.01%
819
+360
2712
$13K ﹤0.01%
9,700
+9,530
2713
$13K ﹤0.01%
320
+49
2714
$13K ﹤0.01%
294
2715
$13K ﹤0.01%
226
2716
$13K ﹤0.01%
356
-122
2717
$13K ﹤0.01%
83
-105
2718
$13K ﹤0.01%
525
2719
$13K ﹤0.01%
376
-27
2720
$13K ﹤0.01%
2,255
+1,090
2721
$13K ﹤0.01%
686
+476
2722
$13K ﹤0.01%
515
2723
$13K ﹤0.01%
1,843
+15
2724
$13K ﹤0.01%
200
+140
2725
$13K ﹤0.01%
908
+500
107 108
109
110 111