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
2726
$13K ﹤0.01%
475
-15
2727
$13K ﹤0.01%
1,096
2728
$13K ﹤0.01%
215
+181
2729
$13K ﹤0.01%
536
+123
2730
$13K ﹤0.01%
1,150
2731
$13K ﹤0.01%
190
2732
$13K ﹤0.01%
296
+12
2733
$13K ﹤0.01%
782
+16
2734
$13K ﹤0.01%
365
-75
2735
$13K ﹤0.01%
181
+7
2736
$13K ﹤0.01%
+503
2737
$13K ﹤0.01%
172
+47
2738
$13K ﹤0.01%
893
+400
2739
$13K ﹤0.01%
477
+56
2740
$13K ﹤0.01%
196
+92
2741
$13K ﹤0.01%
247
+47
2742
$13K ﹤0.01%
297
-18
2743
$13K ﹤0.01%
870
+135
2744
$13K ﹤0.01%
540
2745
$13K ﹤0.01%
709
-457
2746
$13K ﹤0.01%
300
2747
$13K ﹤0.01%
10,000
2748
$13K ﹤0.01%
800
2749
$13K ﹤0.01%
400
2750
$13K ﹤0.01%
1,000
108 109
110
111 112