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
3126
$7K ﹤0.01%
1,568
3127
$7K ﹤0.01%
820
3128
$7K ﹤0.01%
117
3129
$7K ﹤0.01%
100
3130
$7K ﹤0.01%
92
-1,375
3131
$7K ﹤0.01%
250
3132
$7K ﹤0.01%
437
+316
3133
$7K ﹤0.01%
337
-27
3134
$7K ﹤0.01%
118
+31
3135
$7K ﹤0.01%
213
-3,729
3136
$7K ﹤0.01%
45
3137
$7K ﹤0.01%
265
3138
$7K ﹤0.01%
213
-100
3139
$7K ﹤0.01%
640
-309
3140
$7K ﹤0.01%
328
3141
$7K ﹤0.01%
42
3142
$7K ﹤0.01%
160
+40
3143
$7K ﹤0.01%
457
+327
3144
$7K ﹤0.01%
3,314
3145
$7K ﹤0.01%
525
3146
$7K ﹤0.01%
70
+27
3147
$6K ﹤0.01%
+228
3148
$6K ﹤0.01%
500
-1,000
3149
$6K ﹤0.01%
+500
3150
$6K ﹤0.01%
6,000
-1,000
124 125
126
127 128