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
3251
$5K ﹤0.01%
393
-2,290
3252
$5K ﹤0.01%
228
3253
$5K ﹤0.01%
140
3254
$5K ﹤0.01%
42
3255
$5K ﹤0.01%
379
3256
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169
+10
3257
$5K ﹤0.01%
300
3258
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120
3259
$5K ﹤0.01%
121
-14
3260
$5K ﹤0.01%
122
3261
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250
3262
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325
3263
$5K ﹤0.01%
125
+25
3264
$5K ﹤0.01%
75
-86
3265
$5K ﹤0.01%
500
3266
$5K ﹤0.01%
67
3267
$5K ﹤0.01%
100
3268
$5K ﹤0.01%
39
+8
3269
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205
3270
$5K ﹤0.01%
106
3271
$5K ﹤0.01%
324
3272
$5K ﹤0.01%
70
3273
$5K ﹤0.01%
1,011
-18,500
3274
$5K ﹤0.01%
200
-735
3275
$5K ﹤0.01%
265
129 130
131
132 133