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
1851
$52K ﹤0.01%
1,906
+66
1852
$52K ﹤0.01%
4,021
-2,105
1853
$52K ﹤0.01%
473
-5
1854
$52K ﹤0.01%
619
1855
$52K ﹤0.01%
390
+137
1856
$52K ﹤0.01%
2,825
1857
$52K ﹤0.01%
7,450
1858
$52K ﹤0.01%
16,912
+38
1859
$52K ﹤0.01%
1,115
+500
1860
$51K ﹤0.01%
824
+770
1861
$51K ﹤0.01%
3,115
+450
1862
$51K ﹤0.01%
862
+751
1863
$51K ﹤0.01%
+567
1864
$51K ﹤0.01%
1,177
-120
1865
$51K ﹤0.01%
1,224
1866
$51K ﹤0.01%
76,296
-26,060
1867
$51K ﹤0.01%
716
+706
1868
$51K ﹤0.01%
579
-203
1869
$51K ﹤0.01%
2,533
1870
$51K ﹤0.01%
2,214
+162
1871
$51K ﹤0.01%
1,629
-150
1872
$50K ﹤0.01%
5,000
1873
$50K ﹤0.01%
1,261
-69
1874
$50K ﹤0.01%
1,592
+1,287
1875
$50K ﹤0.01%
720
73 74
75
76 77