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
1451
$100K ﹤0.01%
4,596
+4,149
1452
$99K ﹤0.01%
613
-17
1453
$99K ﹤0.01%
6,000
1454
$99K ﹤0.01%
2,670
+2,590
1455
$99K ﹤0.01%
898
-10
1456
$99K ﹤0.01%
2,910
-554
1457
$99K ﹤0.01%
1,809
-394
1458
$99K ﹤0.01%
3,083
-3,452
1459
$99K ﹤0.01%
3,743
-108
1460
$99K ﹤0.01%
3,742
-224
1461
$98K ﹤0.01%
10,580
-299
1462
$98K ﹤0.01%
3,463
1463
$98K ﹤0.01%
5,321
+44
1464
$98K ﹤0.01%
1,400
1465
$98K ﹤0.01%
1,254
+447
1466
$98K ﹤0.01%
6,280
+1,055
1467
$98K ﹤0.01%
+1,500
1468
$98K ﹤0.01%
1,742
+38
1469
$98K ﹤0.01%
1,449
+37
1470
$98K ﹤0.01%
2,370
+2,355
1471
$98K ﹤0.01%
2,607
-543
1472
$98K ﹤0.01%
4,187
+816
1473
$98K ﹤0.01%
977
+263
1474
$97K ﹤0.01%
5,413
+115
1475
$97K ﹤0.01%
6,200
+200
57 58
59
60 61