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
2951
$9K ﹤0.01%
120
2952
$9K ﹤0.01%
753
+345
2953
$9K ﹤0.01%
281
-200
2954
$9K ﹤0.01%
825
2955
$9K ﹤0.01%
453
+161
2956
$9K ﹤0.01%
88
+63
2957
$9K ﹤0.01%
295
2958
$9K ﹤0.01%
331
+93
2959
$9K ﹤0.01%
87
2960
$9K ﹤0.01%
+324
2961
$9K ﹤0.01%
449
+18
2962
$9K ﹤0.01%
250
2963
$9K ﹤0.01%
227
2964
$9K ﹤0.01%
750
-3,000
2965
$9K ﹤0.01%
748
+449
2966
$9K ﹤0.01%
600
2967
$9K ﹤0.01%
4,400
2968
$9K ﹤0.01%
900
-2,260
2969
$9K ﹤0.01%
237
-66
2970
$9K ﹤0.01%
411
+37
2971
$9K ﹤0.01%
+350
2972
$9K ﹤0.01%
95
2973
$9K ﹤0.01%
373
-83
2974
$9K ﹤0.01%
+415
2975
$9K ﹤0.01%
254
-144