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
2801
$12K ﹤0.01%
253
-75
2802
$12K ﹤0.01%
1,361
2803
$12K ﹤0.01%
1,326
+126
2804
$12K ﹤0.01%
464
-92
2805
$12K ﹤0.01%
1,631
+666
2806
$12K ﹤0.01%
230
2807
$12K ﹤0.01%
440
+226
2808
$12K ﹤0.01%
160
2809
$11K ﹤0.01%
799
-200
2810
$11K ﹤0.01%
297
-8
2811
$11K ﹤0.01%
242
+14
2812
$11K ﹤0.01%
125
+6
2813
$11K ﹤0.01%
1,060
2814
$11K ﹤0.01%
338
+21
2815
$11K ﹤0.01%
266
2816
$11K ﹤0.01%
300
2817
$11K ﹤0.01%
78
+41
2818
$11K ﹤0.01%
790
+200
2819
$11K ﹤0.01%
2
-42
2820
$11K ﹤0.01%
500
2821
$11K ﹤0.01%
740
-1,000
2822
$11K ﹤0.01%
494
+29
2823
$11K ﹤0.01%
1,000
2824
$11K ﹤0.01%
638
2825
$11K ﹤0.01%
18
111 112
113
114 115