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
3576
$3K ﹤0.01%
+200
3577
$2K ﹤0.01%
+66
3578
$2K ﹤0.01%
+49
3579
$2K ﹤0.01%
200
3580
$2K ﹤0.01%
+500
3581
$2K ﹤0.01%
532
3582
$2K ﹤0.01%
+99
3583
$2K ﹤0.01%
350
-500
3584
$2K ﹤0.01%
62
3585
$2K ﹤0.01%
+4
3586
$2K ﹤0.01%
200
-80
3587
$2K ﹤0.01%
305
3588
$2K ﹤0.01%
68
-162
3589
$2K ﹤0.01%
98
3590
$2K ﹤0.01%
150
-1,000
3591
$2K ﹤0.01%
55
3592
$2K ﹤0.01%
73
3593
$2K ﹤0.01%
504
3594
$2K ﹤0.01%
13
-5
3595
$2K ﹤0.01%
+50
3596
$2K ﹤0.01%
96
-36
3597
$2K ﹤0.01%
57
3598
$2K ﹤0.01%
1,671
+155
3599
$2K ﹤0.01%
+190
3600
$2K ﹤0.01%
24
142 143
144
145 146