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
3851
$1K ﹤0.01%
162
3852
$1K ﹤0.01%
26
-72
3853
$1K ﹤0.01%
100
-900
3854
$1K ﹤0.01%
187
3855
$1K ﹤0.01%
100
3856
$1K ﹤0.01%
9
3857
$1K ﹤0.01%
55
3858
$1K ﹤0.01%
565
3859
$1K ﹤0.01%
47
-140
3860
$1K ﹤0.01%
9
3861
$1K ﹤0.01%
+12
3862
$1K ﹤0.01%
172
3863
$1K ﹤0.01%
42
3864
$1K ﹤0.01%
97
3865
$1K ﹤0.01%
100
3866
$1K ﹤0.01%
100
3867
$1K ﹤0.01%
+13
3868
$1K ﹤0.01%
24
3869
– –
0
3870
$1K ﹤0.01%
27
3871
$1K ﹤0.01%
32
-2,614
3872
$1K ﹤0.01%
42
3873
– –
0
3874
$1K ﹤0.01%
+24
3875
$1K ﹤0.01%
100
153 154
155
156 157