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
1701
$67K ﹤0.01%
1,282
+849
1702
$67K ﹤0.01%
9,149
+1,046
1703
$67K ﹤0.01%
1,514
+91
1704
$67K ﹤0.01%
1,924
+550
1705
$66K ﹤0.01%
4,517
+11
1706
$66K ﹤0.01%
591
+69
1707
$66K ﹤0.01%
1,000
-68
1708
$66K ﹤0.01%
3,293
-535
1709
$66K ﹤0.01%
1,227
+339
1710
$66K ﹤0.01%
2,061
1711
$66K ﹤0.01%
4,428
1712
$66K ﹤0.01%
7,242
+1,953
1713
$66K ﹤0.01%
3,351
-462
1714
$65K ﹤0.01%
+1,561
1715
$65K ﹤0.01%
2,638
+1,032
1716
$65K ﹤0.01%
+6,100
1717
$65K ﹤0.01%
3,365
1718
$65K ﹤0.01%
4,218
+400
1719
$65K ﹤0.01%
3,647
+12
1720
$65K ﹤0.01%
671
+54
1721
$65K ﹤0.01%
6,077
+954
1722
$65K ﹤0.01%
8,650
+5,650
1723
$65K ﹤0.01%
1,119
+300
1724
$65K ﹤0.01%
1,212
+1,144
1725
$65K ﹤0.01%
1,011
+100
67 68
69
70 71