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
1751
$61K ﹤0.01%
3,900
+2,000
1752
$60K ﹤0.01%
12,189
+7,229
1753
$60K ﹤0.01%
1,099
+118
1754
$60K ﹤0.01%
5,310
-150
1755
$60K ﹤0.01%
1,243
+8
1756
$60K ﹤0.01%
3,820
1757
$60K ﹤0.01%
638
-89
1758
$60K ﹤0.01%
2,600
+2,320
1759
$60K ﹤0.01%
3,602
1760
$60K ﹤0.01%
4,445
+1,065
1761
$60K ﹤0.01%
1,638
+235
1762
$60K ﹤0.01%
1,018
-565
1763
$60K ﹤0.01%
1,548
-15
1764
$59K ﹤0.01%
4,843
+700
1765
$59K ﹤0.01%
5,143
-1,049
1766
$59K ﹤0.01%
1,119
-377
1767
$59K ﹤0.01%
1,249
-33
1768
$59K ﹤0.01%
3,625
1769
$59K ﹤0.01%
1,022
-210
1770
$59K ﹤0.01%
5,385
-368
1771
$59K ﹤0.01%
1,175
+50
1772
$59K ﹤0.01%
2,279
1773
$59K ﹤0.01%
1,655
+212
1774
$59K ﹤0.01%
1,012
-99
1775
$59K ﹤0.01%
928
+645
69 70
71
72 73