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
2776
$12K ﹤0.01%
178
-5
2777
$12K ﹤0.01%
1,345
-16,945
2778
$12K ﹤0.01%
290
2779
$12K ﹤0.01%
318
2780
$12K ﹤0.01%
114
2781
$12K ﹤0.01%
87
-16
2782
$12K ﹤0.01%
363
2783
$12K ﹤0.01%
739
+50
2784
$12K ﹤0.01%
167
2785
$12K ﹤0.01%
440
2786
$12K ﹤0.01%
222
+1
2787
$12K ﹤0.01%
135
-37
2788
$12K ﹤0.01%
900
2789
$12K ﹤0.01%
401
2790
$12K ﹤0.01%
838
-473
2791
$12K ﹤0.01%
1,000
2792
$12K ﹤0.01%
524
+88
2793
$12K ﹤0.01%
1,344
-411
2794
$12K ﹤0.01%
274
+16
2795
$12K ﹤0.01%
655
+224
2796
$12K ﹤0.01%
1,100
2797
$12K ﹤0.01%
618
+3
2798
$12K ﹤0.01%
+1,308
2799
$12K ﹤0.01%
490
2800
$12K ﹤0.01%
500
110 111
112
113 114