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
2901
$10K ﹤0.01%
2,529
+67
2902
$10K ﹤0.01%
137
-720
2903
$10K ﹤0.01%
400
-800
2904
$10K ﹤0.01%
1,260
-1,062
2905
$10K ﹤0.01%
303
+84
2906
$10K ﹤0.01%
119
2907
$10K ﹤0.01%
1,000
-100
2908
$10K ﹤0.01%
12,943
-800
2909
$10K ﹤0.01%
2,839
2910
$10K ﹤0.01%
4,450
2911
$10K ﹤0.01%
882
+4
2912
$10K ﹤0.01%
400
2913
$10K ﹤0.01%
283
2914
$10K ﹤0.01%
29
2915
$10K ﹤0.01%
1,354
-2,690
2916
$10K ﹤0.01%
757
-500
2917
$10K ﹤0.01%
+450
2918
$10K ﹤0.01%
4,087
+39
2919
$10K ﹤0.01%
8
2920
$10K ﹤0.01%
550
2921
$10K ﹤0.01%
439
2922
$10K ﹤0.01%
400
2923
$10K ﹤0.01%
124
-40
2924
$9K ﹤0.01%
151
+107
2925
$9K ﹤0.01%
1
115 116
117
118 119