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
1676
$69K ﹤0.01%
1,605
1677
$69K ﹤0.01%
1,768
-48
1678
$69K ﹤0.01%
939
1679
$69K ﹤0.01%
1,179
-241
1680
$69K ﹤0.01%
1,078
-306
1681
$69K ﹤0.01%
3,650
+1,650
1682
$69K ﹤0.01%
798
-11
1683
$69K ﹤0.01%
1,546
+1,462
1684
$69K ﹤0.01%
5,267
+5,000
1685
$68K ﹤0.01%
5,840
-1,060
1686
$68K ﹤0.01%
4,513
-695
1687
$68K ﹤0.01%
935
+215
1688
$68K ﹤0.01%
2,444
1689
$68K ﹤0.01%
10,836
+824
1690
$68K ﹤0.01%
12,943
-2,781
1691
$68K ﹤0.01%
1,286
+1,217
1692
$68K ﹤0.01%
2,550
-192
1693
$68K ﹤0.01%
3,086
+506
1694
$68K ﹤0.01%
2,352
-231
1695
$67K ﹤0.01%
1,048
-135
1696
$67K ﹤0.01%
5,663
+1,275
1697
$67K ﹤0.01%
2,298
-699
1698
$67K ﹤0.01%
2,020
+120
1699
$67K ﹤0.01%
3,632
-1,145
1700
$67K ﹤0.01%
8,854
+2,092
66 67
68
69 70