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
3051
$8K ﹤0.01%
494
+66
3052
$8K ﹤0.01%
151
-6
3053
$8K ﹤0.01%
8
+4
3054
$8K ﹤0.01%
300
+16
3055
$8K ﹤0.01%
1,000
3056
$8K ﹤0.01%
144
3057
$8K ﹤0.01%
377
3058
$8K ﹤0.01%
2,319
+1,319
3059
$8K ﹤0.01%
525
-100
3060
$8K ﹤0.01%
1,805
+1,500
3061
$8K ﹤0.01%
183
+20
3062
$8K ﹤0.01%
700
-3,000
3063
$8K ﹤0.01%
160
3064
$8K ﹤0.01%
135
3065
$8K ﹤0.01%
+500
3066
$7K ﹤0.01%
249
-636
3067
$7K ﹤0.01%
305
3068
$7K ﹤0.01%
393
+23
3069
$7K ﹤0.01%
200
3070
$7K ﹤0.01%
200
3071
$7K ﹤0.01%
241
3072
$7K ﹤0.01%
159
3073
$7K ﹤0.01%
138
-17
3074
$7K ﹤0.01%
+213
3075
$7K ﹤0.01%
35
121 122
123
124 125