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
3651
$2K ﹤0.01%
200
3652
$2K ﹤0.01%
+88
3653
$2K ﹤0.01%
200
3654
$2K ﹤0.01%
230
3655
$2K ﹤0.01%
100
3656
$2K ﹤0.01%
+22
3657
$2K ﹤0.01%
138
3658
$2K ﹤0.01%
300
3659
$2K ﹤0.01%
208
-65
3660
$2K ﹤0.01%
56
-182
3661
$2K ﹤0.01%
700
3662
$2K ﹤0.01%
1,300
3663
$2K ﹤0.01%
200
3664
$2K ﹤0.01%
141
-10
3665
$2K ﹤0.01%
200
3666
$2K ﹤0.01%
38
-200
3667
$2K ﹤0.01%
81
-41
3668
$2K ﹤0.01%
70
3669
$2K ﹤0.01%
+362
3670
$2K ﹤0.01%
+150
3671
$2K ﹤0.01%
200
3672
$2K ﹤0.01%
57
-194
3673
$2K ﹤0.01%
74
3674
$2K ﹤0.01%
110
3675
$2K ﹤0.01%
334
145 146
147
148 149