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
3101
$7K ﹤0.01%
970
+670
3102
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146
3103
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60
+6
3104
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+45
3105
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315
+300
3106
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3107
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3108
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723
3109
$7K ﹤0.01%
1,513
+475
3110
$7K ﹤0.01%
10
+1
3111
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498
+4
3112
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3113
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177
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3114
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350
3115
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178
3116
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157
-2,389
3117
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3118
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296
+160
3119
$7K ﹤0.01%
500
3120
$7K ﹤0.01%
206
+68
3121
$7K ﹤0.01%
175
3122
$7K ﹤0.01%
249
+24
3123
$7K ﹤0.01%
646
-395
3124
$7K ﹤0.01%
435
+21
3125
$7K ﹤0.01%
641