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
3676
$2K ﹤0.01%
1,600
3677
$2K ﹤0.01%
162
+158
3678
$2K ﹤0.01%
29
+11
3679
$2K ﹤0.01%
+100
3680
$2K ﹤0.01%
100
3681
$2K ﹤0.01%
34
+4
3682
$2K ﹤0.01%
5
3683
$2K ﹤0.01%
253
+1
3684
$2K ﹤0.01%
6
3685
$2K ﹤0.01%
500
3686
$2K ﹤0.01%
100
3687
$2K ﹤0.01%
104
3688
$2K ﹤0.01%
138
-462
3689
$2K ﹤0.01%
225
3690
$2K ﹤0.01%
580
3691
$2K ﹤0.01%
+100
3692
$2K ﹤0.01%
138
3693
$2K ﹤0.01%
99
-156
3694
$2K ﹤0.01%
85
3695
$2K ﹤0.01%
105
+100
3696
$2K ﹤0.01%
78
3697
$2K ﹤0.01%
216
3698
$2K ﹤0.01%
50
3699
$2K ﹤0.01%
361
3700
$2K ﹤0.01%
1,188
146 147
148
149 150