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
3401
$4K ﹤0.01%
+275
3402
$4K ﹤0.01%
197
+137
3403
$4K ﹤0.01%
600
+100
3404
$4K ﹤0.01%
321
3405
$4K ﹤0.01%
113
-137
3406
$4K ﹤0.01%
65
3407
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155
3408
$4K ﹤0.01%
+51
3409
$4K ﹤0.01%
+165
3410
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180
3411
$4K ﹤0.01%
+180
3412
$4K ﹤0.01%
48
3413
$4K ﹤0.01%
+1,150
3414
$4K ﹤0.01%
236
3415
$4K ﹤0.01%
98
-2,264
3416
$4K ﹤0.01%
132
3417
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64
3418
$4K ﹤0.01%
900
3419
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90
3420
$4K ﹤0.01%
145
+93
3421
$4K ﹤0.01%
59
3422
$4K ﹤0.01%
541
3423
$4K ﹤0.01%
+12
3424
$4K ﹤0.01%
93
3425
$4K ﹤0.01%
+27