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
3726
$1K ﹤0.01%
230
3727
$1K ﹤0.01%
19
-89
3728
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5,000
3729
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1,000
3730
$1K ﹤0.01%
10
-310
3731
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12
3732
$1K ﹤0.01%
15
-199
3733
$1K ﹤0.01%
360
+350
3734
$1K ﹤0.01%
1,000
3735
$1K ﹤0.01%
128
3736
$1K ﹤0.01%
+86
3737
$1K ﹤0.01%
100
3738
$1K ﹤0.01%
58
+1
3739
$1K ﹤0.01%
51
3740
$1K ﹤0.01%
13
3741
$1K ﹤0.01%
23
3742
$1K ﹤0.01%
+44
3743
$1K ﹤0.01%
+74
3744
$1K ﹤0.01%
79
3745
$1K ﹤0.01%
62
+4
3746
$1K ﹤0.01%
52
3747
$1K ﹤0.01%
29
3748
$1K ﹤0.01%
100
3749
$1K ﹤0.01%
96
3750
$1K ﹤0.01%
53
-14
148 149
150
151 152