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
3176
$6K ﹤0.01%
64
+10
3177
$6K ﹤0.01%
1,740
+1,000
3178
$6K ﹤0.01%
472
-14,595
3179
$6K ﹤0.01%
350
-114
3180
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114
-31
3181
$6K ﹤0.01%
3,500
3182
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434
3183
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441
3184
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153
-218
3185
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1,000
3186
$6K ﹤0.01%
115
3187
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132
+19
3188
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+200
3189
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+125
3190
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103
-162
3191
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1,000
3192
$6K ﹤0.01%
192
-306
3193
$6K ﹤0.01%
2,200
3194
$6K ﹤0.01%
+150
3195
$6K ﹤0.01%
179
3196
$6K ﹤0.01%
195
3197
$6K ﹤0.01%
2,685
3198
$6K ﹤0.01%
98
3199
$6K ﹤0.01%
475
3200
$6K ﹤0.01%
300