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
1501
$92K ﹤0.01%
16,740
1502
$92K ﹤0.01%
7,724
-3,441
1503
$92K ﹤0.01%
+3,250
1504
$92K ﹤0.01%
7,227
1505
$92K ﹤0.01%
3,379
+443
1506
$91K ﹤0.01%
1,421
+86
1507
$91K ﹤0.01%
+4,000
1508
$91K ﹤0.01%
1,399
+285
1509
$91K ﹤0.01%
1,760
+1,708
1510
$91K ﹤0.01%
918
-423
1511
$91K ﹤0.01%
3,780
+540
1512
$91K ﹤0.01%
1,458
-68
1513
$91K ﹤0.01%
3,595
-365
1514
$90K ﹤0.01%
8,550
+6,170
1515
$90K ﹤0.01%
4,807
+35
1516
$89K ﹤0.01%
8,535
+50
1517
$89K ﹤0.01%
6,061
-137
1518
$89K ﹤0.01%
1,979
+307
1519
$89K ﹤0.01%
1,126
+771
1520
$89K ﹤0.01%
3,533
+1,808
1521
$89K ﹤0.01%
836
+16
1522
$89K ﹤0.01%
75
1523
$89K ﹤0.01%
7,819
1524
$88K ﹤0.01%
7,970
1525
$88K ﹤0.01%
2,154
+246
59 60
61
62 63