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
3276
$5K ﹤0.01%
204
+100
3277
$5K ﹤0.01%
100
3278
$5K ﹤0.01%
165
3279
$5K ﹤0.01%
378
-685
3280
$5K ﹤0.01%
757
3281
$5K ﹤0.01%
100
-5,368
3282
$5K ﹤0.01%
100
3283
$5K ﹤0.01%
173
3284
$5K ﹤0.01%
135
-81
3285
$5K ﹤0.01%
+200
3286
$5K ﹤0.01%
204
+156
3287
$5K ﹤0.01%
1,000
+750
3288
$5K ﹤0.01%
75
+44
3289
$5K ﹤0.01%
168
-4
3290
$5K ﹤0.01%
283
-767
3291
$5K ﹤0.01%
118
3292
$5K ﹤0.01%
327
3293
$5K ﹤0.01%
304
3294
$5K ﹤0.01%
148
-400
3295
$5K ﹤0.01%
375
3296
$5K ﹤0.01%
200
3297
$5K ﹤0.01%
1,773
+367
3298
$5K ﹤0.01%
222
+1
3299
$5K ﹤0.01%
268
3300
$5K ﹤0.01%
215
130 131
132
133 134