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
2876
$10K ﹤0.01%
239
2877
$10K ﹤0.01%
336
+232
2878
$10K ﹤0.01%
330
-626
2879
$10K ﹤0.01%
1,200
-500
2880
$10K ﹤0.01%
759
2881
$10K ﹤0.01%
541
+21
2882
$10K ﹤0.01%
148
+108
2883
$10K ﹤0.01%
+300
2884
$10K ﹤0.01%
400
-17,500
2885
$10K ﹤0.01%
280
2886
$10K ﹤0.01%
181
+54
2887
$10K ﹤0.01%
300
-278
2888
$10K ﹤0.01%
+750
2889
$10K ﹤0.01%
1,140
+40
2890
– –
0
2891
$10K ﹤0.01%
245
-1,207
2892
$10K ﹤0.01%
605
+89
2893
$10K ﹤0.01%
102
+1
2894
$10K ﹤0.01%
303
-32
2895
$10K ﹤0.01%
877
+505
2896
$10K ﹤0.01%
491
-122
2897
$10K ﹤0.01%
400
2898
$10K ﹤0.01%
+665
2899
$10K ﹤0.01%
323
-30
2900
$10K ﹤0.01%
+1
114 115
116
117 118