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
1576
$80K ﹤0.01%
8,168
1577
$80K ﹤0.01%
6,223
-125
1578
$80K ﹤0.01%
2,990
-2,102
1579
$80K ﹤0.01%
4,438
+4,287
1580
$80K ﹤0.01%
723
-212
1581
$80K ﹤0.01%
1,048
-172
1582
$80K ﹤0.01%
1,831
+1,524
1583
$80K ﹤0.01%
1,532
+581
1584
$79K ﹤0.01%
9,152
-10,916
1585
$79K ﹤0.01%
16,732
+6,605
1586
$79K ﹤0.01%
20,548
1587
$79K ﹤0.01%
888
+119
1588
$79K ﹤0.01%
770
+217
1589
$79K ﹤0.01%
2,258
+93
1590
$79K ﹤0.01%
13,209
+1,816
1591
$79K ﹤0.01%
5,450
-1,661
1592
$79K ﹤0.01%
760
+470
1593
$79K ﹤0.01%
1,581
+1
1594
$79K ﹤0.01%
510
+84
1595
$78K ﹤0.01%
1,884
1596
$78K ﹤0.01%
2,100
+365
1597
$78K ﹤0.01%
1,857
-22
1598
$78K ﹤0.01%
16,209
+1,176
1599
$78K ﹤0.01%
2,726
+8
1600
$78K ﹤0.01%
920
-36
62 63
64
65 66