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
2826
$11K ﹤0.01%
329
-950
2827
$11K ﹤0.01%
700
2828
$11K ﹤0.01%
166
+150
2829
$11K ﹤0.01%
346
-200
2830
$11K ﹤0.01%
257
+80
2831
$11K ﹤0.01%
1,034
-524
2832
$11K ﹤0.01%
424
-74
2833
$11K ﹤0.01%
+1,060
2834
$11K ﹤0.01%
7,000
2835
$11K ﹤0.01%
775
2836
$11K ﹤0.01%
325
2837
$11K ﹤0.01%
165
+7
2838
$11K ﹤0.01%
90
-45
2839
$11K ﹤0.01%
580
-236
2840
$11K ﹤0.01%
+500
2841
$11K ﹤0.01%
1,055
+7
2842
$11K ﹤0.01%
+550
2843
$11K ﹤0.01%
457
2844
$11K ﹤0.01%
330
-3,326
2845
$11K ﹤0.01%
158
+112
2846
$11K ﹤0.01%
880
+139
2847
$11K ﹤0.01%
487
-18
2848
$11K ﹤0.01%
+500
2849
$11K ﹤0.01%
250
2850
$11K ﹤0.01%
750
-17,425
112 113
114
115 116