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
3526
$3K ﹤0.01%
37
-50
3527
$3K ﹤0.01%
+233
3528
$3K ﹤0.01%
189
+35
3529
$3K ﹤0.01%
200
3530
$3K ﹤0.01%
74
-70
3531
$3K ﹤0.01%
62
3532
$3K ﹤0.01%
132
3533
$3K ﹤0.01%
296
3534
$3K ﹤0.01%
27
+1
3535
– –
0
3536
$3K ﹤0.01%
1,500
3537
$3K ﹤0.01%
185
3538
$3K ﹤0.01%
9
-10
3539
$3K ﹤0.01%
392
3540
$3K ﹤0.01%
92
3541
$3K ﹤0.01%
150
3542
$3K ﹤0.01%
3,300
3543
$3K ﹤0.01%
500
3544
$3K ﹤0.01%
114
-76
3545
$3K ﹤0.01%
500
-30
3546
$3K ﹤0.01%
10
3547
$3K ﹤0.01%
108
+98
3548
$3K ﹤0.01%
157
3549
$3K ﹤0.01%
24
3550
$3K ﹤0.01%
78
-1,421
140 141
142
143 144