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
1776
$59K ﹤0.01%
3,158
-424
1777
$58K ﹤0.01%
876
+144
1778
$58K ﹤0.01%
4,582
+79
1779
$58K ﹤0.01%
770
+700
1780
$58K ﹤0.01%
2,035
+214
1781
$58K ﹤0.01%
1,256
1782
$58K ﹤0.01%
1,347
+45
1783
$58K ﹤0.01%
986
+302
1784
$58K ﹤0.01%
2,305
-68
1785
$58K ﹤0.01%
1,214
+3
1786
$58K ﹤0.01%
889
1787
$58K ﹤0.01%
2,955
+1,684
1788
$58K ﹤0.01%
11,543
+1,609
1789
$58K ﹤0.01%
1,377
-36
1790
$57K ﹤0.01%
1,557
+471
1791
$57K ﹤0.01%
750
-29
1792
$57K ﹤0.01%
1,072
-2
1793
$57K ﹤0.01%
859
1794
$57K ﹤0.01%
4,030
-928
1795
$57K ﹤0.01%
4,161
+4,000
1796
$57K ﹤0.01%
1,173
+181
1797
$57K ﹤0.01%
771
+108
1798
$57K ﹤0.01%
2,200
-486
1799
$57K ﹤0.01%
5,192
+3,683
1800
$57K ﹤0.01%
741
+287
70 71
72
73 74