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
2751
$13K ﹤0.01%
+500
2752
$13K ﹤0.01%
281
-153
2753
$13K ﹤0.01%
1,595
+26
2754
$13K ﹤0.01%
158
+5
2755
$12K ﹤0.01%
127
2756
$12K ﹤0.01%
15
+7
2757
$12K ﹤0.01%
568
+18
2758
$12K ﹤0.01%
655
+391
2759
$12K ﹤0.01%
286
2760
$12K ﹤0.01%
158
2761
$12K ﹤0.01%
1,500
-925
2762
$12K ﹤0.01%
275
2763
$12K ﹤0.01%
255
+115
2764
$12K ﹤0.01%
1,000
2765
$12K ﹤0.01%
385
+18
2766
$12K ﹤0.01%
252
-7,320
2767
$12K ﹤0.01%
546
2768
$12K ﹤0.01%
471
+331
2769
$12K ﹤0.01%
116
+69
2770
$12K ﹤0.01%
793
2771
$12K ﹤0.01%
1,215
+16
2772
$12K ﹤0.01%
170
2773
$12K ﹤0.01%
1,350
+250
2774
$12K ﹤0.01%
500
2775
$12K ﹤0.01%
221
-42
109 110
111
112 113