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
3501
$3K ﹤0.01%
80
3502
$3K ﹤0.01%
+5,000
3503
$3K ﹤0.01%
500
-9,320
3504
$3K ﹤0.01%
20
3505
$3K ﹤0.01%
99
+65
3506
$3K ﹤0.01%
1,171
+364
3507
$3K ﹤0.01%
117
+86
3508
$3K ﹤0.01%
+150
3509
$3K ﹤0.01%
+100
3510
$3K ﹤0.01%
89
3511
$3K ﹤0.01%
1,500
3512
$3K ﹤0.01%
111
+100
3513
$3K ﹤0.01%
108
3514
$3K ﹤0.01%
50
-682
3515
$3K ﹤0.01%
44
3516
$3K ﹤0.01%
210
3517
$3K ﹤0.01%
63
+50
3518
$3K ﹤0.01%
23
-1,196
3519
$3K ﹤0.01%
747
3520
$3K ﹤0.01%
+266
3521
$3K ﹤0.01%
600
3522
$3K ﹤0.01%
+33
3523
$3K ﹤0.01%
210
-350
3524
$3K ﹤0.01%
205
-110
3525
$3K ﹤0.01%
164
139 140
141
142 143