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
1526
$88K ﹤0.01%
2,423
-330
1527
$88K ﹤0.01%
940
+379
1528
$88K ﹤0.01%
8,280
+3,690
1529
$88K ﹤0.01%
18,878
+3,461
1530
$87K ﹤0.01%
3,608
+1,080
1531
$87K ﹤0.01%
938
-50
1532
$87K ﹤0.01%
1,786
+343
1533
$87K ﹤0.01%
2,738
+638
1534
$87K ﹤0.01%
2,475
-294
1535
$86K ﹤0.01%
2,986
+1,057
1536
$86K ﹤0.01%
1,639
+184
1537
$86K ﹤0.01%
3,681
+1,351
1538
$86K ﹤0.01%
2,018
+311
1539
$86K ﹤0.01%
3,724
+305
1540
$86K ﹤0.01%
1,025
-24
1541
$86K ﹤0.01%
6,285
1542
$85K ﹤0.01%
1,254
1543
$85K ﹤0.01%
+4,700
1544
$85K ﹤0.01%
1,109
+429
1545
$85K ﹤0.01%
8,460
1546
$85K ﹤0.01%
1,415
-248
1547
$85K ﹤0.01%
1,223
+186
1548
$84K ﹤0.01%
1,650
+26
1549
$84K ﹤0.01%
2,500
1550
$84K ﹤0.01%
5,228
60 61
62
63 64