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
1626
$75K ﹤0.01%
2,201
+1,893
1627
$75K ﹤0.01%
1,341
1628
$75K ﹤0.01%
2,489
+171
1629
$75K ﹤0.01%
1,669
+51
1630
$75K ﹤0.01%
2,283
-395
1631
$75K ﹤0.01%
4,114
-50
1632
$75K ﹤0.01%
5,483
1633
$75K ﹤0.01%
+1,500
1634
$74K ﹤0.01%
4,101
+546
1635
$74K ﹤0.01%
876
1636
$74K ﹤0.01%
1,125
-500
1637
$74K ﹤0.01%
239
1638
$74K ﹤0.01%
+3,227
1639
$74K ﹤0.01%
2,063
1640
$74K ﹤0.01%
89
1641
$74K ﹤0.01%
1,380
+630
1642
$73K ﹤0.01%
4,796
-1,001
1643
$73K ﹤0.01%
501
+13
1644
$73K ﹤0.01%
1,672
-104
1645
$73K ﹤0.01%
4,569
-578
1646
$73K ﹤0.01%
2,753
+455
1647
$73K ﹤0.01%
+6,150
1648
$73K ﹤0.01%
2,156
1649
$73K ﹤0.01%
295
+46
1650
$73K ﹤0.01%
3,326
+164
64 65
66
67 68