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
3476
$3K ﹤0.01%
+147
3477
$3K ﹤0.01%
610
+1
3478
$3K ﹤0.01%
50
-40
3479
$3K ﹤0.01%
79
3480
$3K ﹤0.01%
46
3481
$3K ﹤0.01%
71
3482
$3K ﹤0.01%
95
+88
3483
$3K ﹤0.01%
77
3484
$3K ﹤0.01%
195
-755
3485
$3K ﹤0.01%
27
+21
3486
$3K ﹤0.01%
135
3487
$3K ﹤0.01%
100
3488
$3K ﹤0.01%
112
-144
3489
$3K ﹤0.01%
374
+4
3490
$3K ﹤0.01%
+50
3491
$3K ﹤0.01%
36
-23
3492
$3K ﹤0.01%
74
+59
3493
$3K ﹤0.01%
175
3494
$3K ﹤0.01%
79
-162
3495
$3K ﹤0.01%
261
-539
3496
$3K ﹤0.01%
251
+1
3497
$3K ﹤0.01%
48
3498
$3K ﹤0.01%
290
3499
$3K ﹤0.01%
1,000
3500
$3K ﹤0.01%
231
138 139
140
141 142