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
1476
$97K ﹤0.01%
1,125
+96
1477
$97K ﹤0.01%
6,980
+5,500
1478
$97K ﹤0.01%
1,835
-672
1479
$97K ﹤0.01%
5,767
+1,849
1480
$96K ﹤0.01%
4,102
+2,592
1481
$96K ﹤0.01%
7,827
-3,852
1482
$96K ﹤0.01%
5,160
+800
1483
$95K ﹤0.01%
23,831
-5,224
1484
$95K ﹤0.01%
2,688
+24
1485
$95K ﹤0.01%
1,804
1486
$94K ﹤0.01%
1,155
+229
1487
$94K ﹤0.01%
1,840
+149
1488
$94K ﹤0.01%
3,172
1489
$94K ﹤0.01%
6,700
+1,282
1490
$94K ﹤0.01%
3,426
+76
1491
$94K ﹤0.01%
1,151
+151
1492
$94K ﹤0.01%
3,768
-238
1493
$93K ﹤0.01%
+2,180
1494
$93K ﹤0.01%
4,649
-13,040
1495
$93K ﹤0.01%
4,975
1496
$93K ﹤0.01%
2,014
+775
1497
$93K ﹤0.01%
2,123
-258
1498
$93K ﹤0.01%
7,526
-500
1499
$93K ﹤0.01%
3,698
1500
$92K ﹤0.01%
2,017
+625
58 59
60
61 62