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
1601
$78K ﹤0.01%
791
+523
1602
$78K ﹤0.01%
772
+93
1603
$78K ﹤0.01%
2,428
+865
1604
$78K ﹤0.01%
2,698
+1,208
1605
$78K ﹤0.01%
2,488
+590
1606
$78K ﹤0.01%
6,820
-8,303
1607
$78K ﹤0.01%
768
-685
1608
$77K ﹤0.01%
1,396
+726
1609
$77K ﹤0.01%
1,845
+35
1610
$77K ﹤0.01%
9,500
-300
1611
$77K ﹤0.01%
4,950
+45
1612
$77K ﹤0.01%
21,500
1613
$76K ﹤0.01%
3,571
+1,155
1614
$76K ﹤0.01%
3,155
-56,859
1615
$76K ﹤0.01%
1,435
+50
1616
$76K ﹤0.01%
4,841
+247
1617
$76K ﹤0.01%
5,683
-1,597
1618
$76K ﹤0.01%
864
+328
1619
$76K ﹤0.01%
1,700
+950
1620
$76K ﹤0.01%
1,426
1621
$76K ﹤0.01%
1,450
1622
$75K ﹤0.01%
410
-105
1623
$75K ﹤0.01%
5,005
+1,373
1624
$75K ﹤0.01%
4,000
1625
$75K ﹤0.01%
1,417
-7
63 64
65
66 67