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
3201
$6K ﹤0.01%
100
3202
$6K ﹤0.01%
+200
3203
$6K ﹤0.01%
435
-1,884
3204
$6K ﹤0.01%
130
-70
3205
$6K ﹤0.01%
360
3206
$6K ﹤0.01%
500
3207
$6K ﹤0.01%
710
3208
$6K ﹤0.01%
+500
3209
$6K ﹤0.01%
+100
3210
$6K ﹤0.01%
345
3211
$6K ﹤0.01%
234
+120
3212
$6K ﹤0.01%
+325
3213
$6K ﹤0.01%
+150
3214
$6K ﹤0.01%
150
3215
$6K ﹤0.01%
6
-34
3216
$6K ﹤0.01%
300
-5,000
3217
$6K ﹤0.01%
265
+48
3218
$6K ﹤0.01%
328
3219
$6K ﹤0.01%
500
3220
$6K ﹤0.01%
510
-1,046
3221
$6K ﹤0.01%
49
+12
3222
$6K ﹤0.01%
300
-4,363
3223
$6K ﹤0.01%
347
3224
$6K ﹤0.01%
221
+13
3225
$6K ﹤0.01%
542
127 128
129
130 131