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
3001
$8K ﹤0.01%
142
3002
$8K ﹤0.01%
150
3003
$8K ﹤0.01%
449
-511
3004
$8K ﹤0.01%
297
3005
$8K ﹤0.01%
121
-79
3006
$8K ﹤0.01%
310
-2,384
3007
$8K ﹤0.01%
2,072
3008
$8K ﹤0.01%
67
+28
3009
$8K ﹤0.01%
174
-11
3010
$8K ﹤0.01%
50
-133
3011
$8K ﹤0.01%
4,483
+897
3012
$8K ﹤0.01%
130
-280
3013
$8K ﹤0.01%
175
+110
3014
$8K ﹤0.01%
313
+2
3015
$8K ﹤0.01%
343
3016
$8K ﹤0.01%
54
+2
3017
$8K ﹤0.01%
269
3018
$8K ﹤0.01%
200
-100
3019
$8K ﹤0.01%
949
3020
$8K ﹤0.01%
+200
3021
$8K ﹤0.01%
477
3022
$8K ﹤0.01%
694
+150
3023
$8K ﹤0.01%
200
3024
$8K ﹤0.01%
620
3025
$8K ﹤0.01%
+190
119 120
121
122 123