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
3376
$4K ﹤0.01%
+105
3377
$4K ﹤0.01%
82
3378
$4K ﹤0.01%
400
3379
$4K ﹤0.01%
135
-33
3380
$4K ﹤0.01%
+200
3381
$4K ﹤0.01%
122
3382
$4K ﹤0.01%
35
-36,089
3383
$4K ﹤0.01%
177
-366
3384
$4K ﹤0.01%
33
-572
3385
$4K ﹤0.01%
144
-5,530
3386
$4K ﹤0.01%
179
-94
3387
$4K ﹤0.01%
+108
3388
$4K ﹤0.01%
154
-354
3389
$4K ﹤0.01%
154
3390
$4K ﹤0.01%
179
3391
$4K ﹤0.01%
181
+103
3392
$4K ﹤0.01%
197
-232
3393
$4K ﹤0.01%
179
-32
3394
$4K ﹤0.01%
451
+41
3395
$4K ﹤0.01%
115
+37
3396
$4K ﹤0.01%
83
3397
$4K ﹤0.01%
+113
3398
$4K ﹤0.01%
200
3399
$4K ﹤0.01%
600
3400
$4K ﹤0.01%
200
134 135
136
137 138