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
1651
$73K ﹤0.01%
1,183
1652
$72K ﹤0.01%
6,130
+258
1653
$72K ﹤0.01%
1,196
+16
1654
$72K ﹤0.01%
34,740
+400
1655
$72K ﹤0.01%
3,788
+1,224
1656
$72K ﹤0.01%
491
1657
$72K ﹤0.01%
+7,400
1658
$72K ﹤0.01%
1,812
+791
1659
$72K ﹤0.01%
3,116
+18
1660
$72K ﹤0.01%
1,189
-126
1661
$71K ﹤0.01%
1,703
+60
1662
$71K ﹤0.01%
1,490
+908
1663
$71K ﹤0.01%
1,415
+404
1664
$71K ﹤0.01%
1,994
+478
1665
$71K ﹤0.01%
1,835
-887
1666
$70K ﹤0.01%
2,970
+163
1667
$70K ﹤0.01%
544
+500
1668
$70K ﹤0.01%
788
+61
1669
$70K ﹤0.01%
4,531
+4,000
1670
$70K ﹤0.01%
3,195
+183
1671
$70K ﹤0.01%
1,723
+1,353
1672
$70K ﹤0.01%
19
-7
1673
$69K ﹤0.01%
1,239
+22
1674
$69K ﹤0.01%
2,604
+4
1675
$69K ﹤0.01%
1,366
-411
65 66
67
68 69