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
3626
$2K ﹤0.01%
68
3627
$2K ﹤0.01%
158
3628
$2K ﹤0.01%
75
-425
3629
$2K ﹤0.01%
74
3630
$2K ﹤0.01%
98
-307
3631
$2K ﹤0.01%
254
3632
$2K ﹤0.01%
+58
3633
$2K ﹤0.01%
110
-59
3634
$2K ﹤0.01%
100
3635
$2K ﹤0.01%
258
-125
3636
$2K ﹤0.01%
570
+270
3637
$2K ﹤0.01%
10
-5,312
3638
$2K ﹤0.01%
188
3639
$2K ﹤0.01%
81
3640
$2K ﹤0.01%
100
3641
$2K ﹤0.01%
+43
3642
$2K ﹤0.01%
57
3643
$2K ﹤0.01%
125
-12
3644
$2K ﹤0.01%
54
3645
$2K ﹤0.01%
56
-262
3646
$2K ﹤0.01%
58
3647
$2K ﹤0.01%
2,500
3648
$2K ﹤0.01%
72
-275
3649
$2K ﹤0.01%
35
3650
$2K ﹤0.01%
1,100
144 145
146
147 148