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
1426
$103K 0.01%
1,104
+44
1427
$103K 0.01%
4,379
+42
1428
$103K 0.01%
3,728
+1,131
1429
$103K 0.01%
6,447
-2,487
1430
$103K 0.01%
4,000
1431
$102K ﹤0.01%
6,816
+704
1432
$102K ﹤0.01%
3,633
-773
1433
$102K ﹤0.01%
2,840
+1,143
1434
$102K ﹤0.01%
+1,836
1435
$102K ﹤0.01%
4,186
+2,189
1436
$102K ﹤0.01%
3,616
-186
1437
$101K ﹤0.01%
2,404
+300
1438
$101K ﹤0.01%
7,298
+24
1439
$101K ﹤0.01%
2,746
+685
1440
$101K ﹤0.01%
32,519
-9,001
1441
$101K ﹤0.01%
4,008
+963
1442
$101K ﹤0.01%
2,522
-3
1443
$101K ﹤0.01%
12,205
+1,364
1444
$100K ﹤0.01%
1,328
+115
1445
$100K ﹤0.01%
499
-595
1446
$100K ﹤0.01%
2,908
+744
1447
$100K ﹤0.01%
589
+177
1448
$100K ﹤0.01%
23,280
+2,200
1449
$100K ﹤0.01%
3,500
+500
1450
$100K ﹤0.01%
4,175
+3,080
56 57
58
59 60