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
2976
$9K ﹤0.01%
565
2977
$9K ﹤0.01%
254
2978
$9K ﹤0.01%
253
2979
$9K ﹤0.01%
675
2980
$9K ﹤0.01%
330
2981
$9K ﹤0.01%
585
+399
2982
$9K ﹤0.01%
475
2983
$9K ﹤0.01%
1,000
2984
$9K ﹤0.01%
+1,408
2985
$8K ﹤0.01%
6,000
2986
$8K ﹤0.01%
250
2987
$8K ﹤0.01%
2,000
+856
2988
$8K ﹤0.01%
137
2989
$8K ﹤0.01%
2,720
-100
2990
$8K ﹤0.01%
270
2991
$8K ﹤0.01%
400
2992
$8K ﹤0.01%
600
2993
$8K ﹤0.01%
221
2994
$8K ﹤0.01%
1,192
+146
2995
$8K ﹤0.01%
410
+210
2996
$8K ﹤0.01%
150
2997
$8K ﹤0.01%
870
2998
$8K ﹤0.01%
488
+425
2999
$8K ﹤0.01%
800
3000
$8K ﹤0.01%
605
+11