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
3901
$1K ﹤0.01%
36
3902
$1K ﹤0.01%
61
3903
$1K ﹤0.01%
100
3904
$1K ﹤0.01%
+71
3905
$1K ﹤0.01%
30
-173
3906
$1K ﹤0.01%
350
3907
$1K ﹤0.01%
49
3908
$1K ﹤0.01%
111
3909
$1K ﹤0.01%
1,657
3910
$1K ﹤0.01%
68
3911
$1K ﹤0.01%
89
3912
$1K ﹤0.01%
55
3913
$1K ﹤0.01%
166
-1
3914
$1K ﹤0.01%
1,000
3915
$1K ﹤0.01%
29
+23
3916
$1K ﹤0.01%
+28
3917
$1K ﹤0.01%
33
3918
$1K ﹤0.01%
831
3919
$1K ﹤0.01%
500
3920
$1K ﹤0.01%
63
3921
$1K ﹤0.01%
85
3922
$1K ﹤0.01%
100
-50
3923
$1K ﹤0.01%
2,611
3924
$0 ﹤0.01%
76
3925
– –
-7,665
155 156
157
158 159