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
3601
$2K ﹤0.01%
100
3602
$2K ﹤0.01%
+44
3603
$2K ﹤0.01%
235
-585
3604
$2K ﹤0.01%
49
3605
$2K ﹤0.01%
74
+51
3606
$2K ﹤0.01%
180
3607
$2K ﹤0.01%
1,380
3608
$2K ﹤0.01%
160
3609
$2K ﹤0.01%
51
3610
$2K ﹤0.01%
230
3611
$2K ﹤0.01%
+169
3612
$2K ﹤0.01%
+71
3613
$2K ﹤0.01%
102
3614
$2K ﹤0.01%
440
3615
$2K ﹤0.01%
102
-116
3616
$2K ﹤0.01%
38
+33
3617
$2K ﹤0.01%
248
+1
3618
$2K ﹤0.01%
294
3619
$2K ﹤0.01%
7
3620
$2K ﹤0.01%
53
3621
$2K ﹤0.01%
188
3622
$2K ﹤0.01%
162
-3,000
3623
$2K ﹤0.01%
85
3624
$2K ﹤0.01%
104
+20
3625
$2K ﹤0.01%
+77
143 144
145
146 147