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
1401
$107K 0.01%
3,124
+2,731
1402
$107K 0.01%
1,915
+648
1403
$107K 0.01%
8,350
-456
1404
$107K 0.01%
1,839
+350
1405
$107K 0.01%
959
+63
1406
$107K 0.01%
2,031
+712
1407
$106K 0.01%
5,508
-1,500
1408
$106K 0.01%
1,475
+404
1409
$106K 0.01%
2,648
-38
1410
$106K 0.01%
3,532
+1,301
1411
$106K 0.01%
9,538
+6
1412
$106K 0.01%
3,474
+124
1413
$106K 0.01%
7,080
-12,571
1414
$106K 0.01%
+4,250
1415
$105K 0.01%
10,610
+1,499
1416
$105K 0.01%
2,516
-1,204
1417
$105K 0.01%
2,085
+1,761
1418
$104K 0.01%
2,640
-394
1419
$104K 0.01%
1,896
+1,250
1420
$104K 0.01%
3,765
+15
1421
$104K 0.01%
1,826
+16
1422
$104K 0.01%
3,019
+561
1423
$104K 0.01%
7,335
+3,338
1424
$104K 0.01%
5,940
-407
1425
$103K 0.01%
+3,548
55 56
57
58 59