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
3226
$6K ﹤0.01%
800
+220
3227
$6K ﹤0.01%
2,417
3228
$6K ﹤0.01%
4,107
-1,468
3229
$6K ﹤0.01%
148
+24
3230
$6K ﹤0.01%
1,335
3231
$6K ﹤0.01%
+590
3232
$6K ﹤0.01%
61
3233
$5K ﹤0.01%
758
+201
3234
$5K ﹤0.01%
162
3235
$5K ﹤0.01%
871
3236
$5K ﹤0.01%
1,000
3237
$5K ﹤0.01%
224
-60
3238
$5K ﹤0.01%
1,100
3239
$5K ﹤0.01%
208
3240
$5K ﹤0.01%
448
+64
3241
$5K ﹤0.01%
100
-122
3242
$5K ﹤0.01%
29
3243
$5K ﹤0.01%
140
3244
$5K ﹤0.01%
215
-91
3245
$5K ﹤0.01%
4
+1
3246
$5K ﹤0.01%
97
3247
$5K ﹤0.01%
+233
3248
$5K ﹤0.01%
81
3249
$5K ﹤0.01%
+100
3250
$5K ﹤0.01%
26