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
1801
$57K ﹤0.01%
9,545
-2,369
1802
$57K ﹤0.01%
1,379
-21
1803
$56K ﹤0.01%
752
1804
$56K ﹤0.01%
1,103
+178
1805
$56K ﹤0.01%
2,302
1806
$56K ﹤0.01%
519
1807
$56K ﹤0.01%
1,521
-960
1808
$56K ﹤0.01%
2,463
-100
1809
$56K ﹤0.01%
2,319
-935
1810
$56K ﹤0.01%
1,948
-32
1811
$56K ﹤0.01%
1,427
+77
1812
$56K ﹤0.01%
6,854
1813
$56K ﹤0.01%
2,410
1814
$56K ﹤0.01%
3,020
-479
1815
$56K ﹤0.01%
2,682
-1,330
1816
$55K ﹤0.01%
857
+574
1817
$55K ﹤0.01%
2,328
-27
1818
$55K ﹤0.01%
4,650
-5,850
1819
$55K ﹤0.01%
3,797
1820
$55K ﹤0.01%
2,591
+154
1821
$55K ﹤0.01%
7,242
-6,598
1822
$55K ﹤0.01%
4,000
1823
$54K ﹤0.01%
1,089
-842
1824
$54K ﹤0.01%
2,553
+53
1825
$54K ﹤0.01%
987
71 72
73
74 75