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
3026
$8K ﹤0.01%
3,937
+337
3027
$8K ﹤0.01%
300
3028
$8K ﹤0.01%
219
+104
3029
$8K ﹤0.01%
147
-50
3030
$8K ﹤0.01%
323
+38
3031
$8K ﹤0.01%
1,200
3032
$8K ﹤0.01%
+295
3033
$8K ﹤0.01%
+177
3034
$8K ﹤0.01%
18
3035
$8K ﹤0.01%
400
3036
$8K ﹤0.01%
151
+99
3037
$8K ﹤0.01%
315
+94
3038
$8K ﹤0.01%
247
-395
3039
$8K ﹤0.01%
1,000
-4,100
3040
$8K ﹤0.01%
175
+30
3041
$8K ﹤0.01%
133
-32
3042
$8K ﹤0.01%
200
-2,811
3043
$8K ﹤0.01%
150
+18
3044
$8K ﹤0.01%
116
-42
3045
$8K ﹤0.01%
191
3046
$8K ﹤0.01%
+1,022
3047
$8K ﹤0.01%
145
3048
$8K ﹤0.01%
365
-16
3049
$8K ﹤0.01%
315
-142
3050
$8K ﹤0.01%
487
120 121
122
123 124