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
2851
$11K ﹤0.01%
395
+295
2852
$11K ﹤0.01%
295
-25
2853
$11K ﹤0.01%
370
+227
2854
$11K ﹤0.01%
317
+108
2855
$11K ﹤0.01%
+198
2856
$11K ﹤0.01%
248
-331
2857
$10K ﹤0.01%
308
+196
2858
$10K ﹤0.01%
427
2859
$10K ﹤0.01%
+300
2860
$10K ﹤0.01%
198
-95
2861
$10K ﹤0.01%
846
+8
2862
$10K ﹤0.01%
649
2863
$10K ﹤0.01%
206
-101
2864
$10K ﹤0.01%
726
2865
$10K ﹤0.01%
311
+136
2866
$10K ﹤0.01%
1,000
-16,201
2867
$10K ﹤0.01%
274
-21
2868
$10K ﹤0.01%
510
+450
2869
$10K ﹤0.01%
3,160
+1,139
2870
$10K ﹤0.01%
921
2871
$10K ﹤0.01%
198
2872
$10K ﹤0.01%
133
-145
2873
$10K ﹤0.01%
123
-47
2874
$10K ﹤0.01%
915
2875
$10K ﹤0.01%
412
113 114
115
116 117