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
3351
$4K ﹤0.01%
+796
3352
$4K ﹤0.01%
171
-27
3353
$4K ﹤0.01%
138
3354
$4K ﹤0.01%
100
3355
$4K ﹤0.01%
375
3356
$4K ﹤0.01%
100
3357
$4K ﹤0.01%
239
-4
3358
$4K ﹤0.01%
117
3359
$4K ﹤0.01%
+150
3360
$4K ﹤0.01%
100
3361
$4K ﹤0.01%
1,153
3362
$4K ﹤0.01%
100
3363
$4K ﹤0.01%
152
3364
$4K ﹤0.01%
76
3365
$4K ﹤0.01%
388
-165
3366
$4K ﹤0.01%
+100
3367
$4K ﹤0.01%
+100
3368
$4K ﹤0.01%
400
3369
$4K ﹤0.01%
240
-630
3370
$4K ﹤0.01%
100
-8
3371
$4K ﹤0.01%
80
3372
$4K ﹤0.01%
202
3373
$4K ﹤0.01%
144
+35
3374
$4K ﹤0.01%
137
+135
3375
$4K ﹤0.01%
200
133 134
135
136 137