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
3151
$6K ﹤0.01%
241
3152
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3153
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3154
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+100
3156
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3157
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3158
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-8,012
3159
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3160
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3161
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3163
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3164
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+245
3165
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3166
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3167
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439
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3168
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3169
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1,600
3170
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-500
3171
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343
+300
3172
$6K ﹤0.01%
600
3173
$6K ﹤0.01%
81
-49
3174
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112
-53
3175
$6K ﹤0.01%
125
+16