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
3551
$3K ﹤0.01%
122
3552
$3K ﹤0.01%
+100
3553
$3K ﹤0.01%
100
-1,100
3554
$3K ﹤0.01%
+30
3555
$3K ﹤0.01%
+220
3556
$3K ﹤0.01%
240
3557
$3K ﹤0.01%
+130
3558
$3K ﹤0.01%
81
3559
$3K ﹤0.01%
94
3560
$3K ﹤0.01%
100
3561
$3K ﹤0.01%
33
-1,300
3562
$3K ﹤0.01%
1,429
-285
3563
$3K ﹤0.01%
3,400
3564
$3K ﹤0.01%
1,644
+462
3565
$3K ﹤0.01%
50
+7
3566
$3K ﹤0.01%
153
3567
$3K ﹤0.01%
153
+1
3568
$3K ﹤0.01%
530
3569
$3K ﹤0.01%
+200
3570
$3K ﹤0.01%
49
3571
$3K ﹤0.01%
161
+2
3572
$3K ﹤0.01%
65
-73
3573
$3K ﹤0.01%
130
-134
3574
$3K ﹤0.01%
630
+100
3575
$3K ﹤0.01%
369
141 142
143
144 145