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
3876
$1K ﹤0.01%
+600
3877
$1K ﹤0.01%
47
-589
3878
$1K ﹤0.01%
2,332
3879
$1K ﹤0.01%
21
+17
3880
$1K ﹤0.01%
34
3881
$1K ﹤0.01%
+101
3882
$1K ﹤0.01%
250
3883
$1K ﹤0.01%
42
3884
$1K ﹤0.01%
44
3885
$1K ﹤0.01%
+36
3886
$1K ﹤0.01%
28
-400
3887
$1K ﹤0.01%
52
3888
$1K ﹤0.01%
22
-102
3889
$1K ﹤0.01%
21
3890
$1K ﹤0.01%
122
3891
$1K ﹤0.01%
2
3892
$1K ﹤0.01%
36
3893
$1K ﹤0.01%
275
+175
3894
$1K ﹤0.01%
40
3895
$1K ﹤0.01%
13
3896
$1K ﹤0.01%
257
3897
$1K ﹤0.01%
30
3898
$1K ﹤0.01%
166
3899
$1K ﹤0.01%
1,500
3900
$1K ﹤0.01%
150
154 155
156
157 158