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
3826
$1K ﹤0.01%
21
3827
$1K ﹤0.01%
66
-52
3828
$1K ﹤0.01%
36
3829
$1K ﹤0.01%
+250
3830
$1K ﹤0.01%
165
-106
3831
$1K ﹤0.01%
34
3832
$1K ﹤0.01%
400
3833
$1K ﹤0.01%
12
+10
3834
$1K ﹤0.01%
109
3835
$1K ﹤0.01%
123
3836
$1K ﹤0.01%
7
-76
3837
$1K ﹤0.01%
79
3838
$1K ﹤0.01%
200
3839
$1K ﹤0.01%
10
3840
$1K ﹤0.01%
100
3841
$1K ﹤0.01%
21
3842
$1K ﹤0.01%
116
+65
3843
$1K ﹤0.01%
17
3844
$1K ﹤0.01%
75
3845
$1K ﹤0.01%
200
3846
$1K ﹤0.01%
86
-9,245
3847
$1K ﹤0.01%
+50
3848
$1K ﹤0.01%
628
3849
$1K ﹤0.01%
+28
3850
$1K ﹤0.01%
100
152 153
154
155 156