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
1726
$65K ﹤0.01%
959
+744
1727
$64K ﹤0.01%
4,604
1728
$64K ﹤0.01%
1,023
+488
1729
$64K ﹤0.01%
2,800
1730
$64K ﹤0.01%
898
+890
1731
$64K ﹤0.01%
6,803
-14,233
1732
$64K ﹤0.01%
1,060
+660
1733
$64K ﹤0.01%
1,110
+114
1734
$64K ﹤0.01%
527
+51
1735
$63K ﹤0.01%
640
-6
1736
$63K ﹤0.01%
12,649
1737
$63K ﹤0.01%
386
+261
1738
$63K ﹤0.01%
+2,559
1739
$62K ﹤0.01%
1,765
-6,264
1740
$62K ﹤0.01%
6,768
1741
$62K ﹤0.01%
5,254
-490
1742
$62K ﹤0.01%
340
+148
1743
$62K ﹤0.01%
+3,153
1744
$62K ﹤0.01%
4,863
+906
1745
$62K ﹤0.01%
570
1746
$62K ﹤0.01%
3,975
-515
1747
$62K ﹤0.01%
3,024
+870
1748
$61K ﹤0.01%
1,737
+17
1749
$61K ﹤0.01%
2,437
1750
$61K ﹤0.01%
1,012
-49
68 69
70
71 72