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
3751
$1K ﹤0.01%
17
3752
$1K ﹤0.01%
+71
3753
$1K ﹤0.01%
27
3754
$1K ﹤0.01%
+207
3755
$1K ﹤0.01%
50
-204
3756
$1K ﹤0.01%
45
3757
$1K ﹤0.01%
2
3758
$1K ﹤0.01%
283
-180
3759
$1K ﹤0.01%
63
3760
$1K ﹤0.01%
53
-50
3761
$1K ﹤0.01%
100
3762
$1K ﹤0.01%
70
3763
$1K ﹤0.01%
67
3764
$1K ﹤0.01%
75
3765
$1K ﹤0.01%
46
3766
$1K ﹤0.01%
100
-629
3767
$1K ﹤0.01%
+30
3768
$1K ﹤0.01%
775
3769
$1K ﹤0.01%
50
3770
$1K ﹤0.01%
+49
3771
$1K ﹤0.01%
25
3772
$1K ﹤0.01%
107
-335
3773
$1K ﹤0.01%
20
3774
$1K ﹤0.01%
21
3775
$1K ﹤0.01%
135
-10
149 150
151
152 153