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
3701
$2K ﹤0.01%
64
-80
3702
$2K ﹤0.01%
148
3703
$2K ﹤0.01%
200
3704
$2K ﹤0.01%
500
3705
$2K ﹤0.01%
18
3706
$2K ﹤0.01%
124
3707
$2K ﹤0.01%
+250
3708
$2K ﹤0.01%
+180
3709
$2K ﹤0.01%
50
3710
$2K ﹤0.01%
550
3711
$1K ﹤0.01%
753
3712
$1K ﹤0.01%
56
3713
$1K ﹤0.01%
427
-50
3714
– –
0
3715
$1K ﹤0.01%
+60
3716
$1K ﹤0.01%
+200
3717
$1K ﹤0.01%
40
3718
$1K ﹤0.01%
555
3719
$1K ﹤0.01%
20
-1
3720
$1K ﹤0.01%
+200
3721
$1K ﹤0.01%
16
3722
$1K ﹤0.01%
100
3723
$1K ﹤0.01%
14
3724
$1K ﹤0.01%
11
3725
$1K ﹤0.01%
213
147 148
149
150 151