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
3301
$5K ﹤0.01%
143
3302
$5K ﹤0.01%
1,400
+200
3303
$5K ﹤0.01%
234
3304
$5K ﹤0.01%
667
-700
3305
$5K ﹤0.01%
500
3306
$5K ﹤0.01%
875
+475
3307
$5K ﹤0.01%
100
3308
$5K ﹤0.01%
219
3309
$5K ﹤0.01%
124
3310
$5K ﹤0.01%
30
+25
3311
$5K ﹤0.01%
40
3312
$5K ﹤0.01%
6
+3
3313
$5K ﹤0.01%
300
3314
$5K ﹤0.01%
60
3315
$5K ﹤0.01%
21
-14
3316
$5K ﹤0.01%
195
3317
$5K ﹤0.01%
69
3318
$5K ﹤0.01%
250
-208
3319
$5K ﹤0.01%
500
3320
$5K ﹤0.01%
205
3321
$5K ﹤0.01%
392
-539
3322
$5K ﹤0.01%
1,000
3323
$5K ﹤0.01%
225
3324
$5K ﹤0.01%
199
3325
$5K ﹤0.01%
3,899
131 132
133
134 135