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
1876
$50K ﹤0.01%
589
-314
1877
$50K ﹤0.01%
1,327
+201
1878
$50K ﹤0.01%
1,496
+648
1879
$50K ﹤0.01%
3,398
+800
1880
$50K ﹤0.01%
2,635
+450
1881
$50K ﹤0.01%
10,000
1882
$50K ﹤0.01%
3,381
-4,665
1883
$50K ﹤0.01%
2,573
+2,473
1884
$49K ﹤0.01%
3,835
1885
$49K ﹤0.01%
337
-734
1886
$49K ﹤0.01%
1,403
-409
1887
$49K ﹤0.01%
668
1888
$49K ﹤0.01%
1,280
-350
1889
$49K ﹤0.01%
2,236
-69
1890
$49K ﹤0.01%
1,439
+1,023
1891
$49K ﹤0.01%
34,517
-1,000
1892
$48K ﹤0.01%
1,168
+80
1893
$48K ﹤0.01%
802
+284
1894
$48K ﹤0.01%
395
-20
1895
$48K ﹤0.01%
1,531
+284
1896
$48K ﹤0.01%
2,429
+1,550
1897
$48K ﹤0.01%
8,587
+7,537
1898
$48K ﹤0.01%
1,937
+662
1899
$48K ﹤0.01%
6,450
+525
1900
$48K ﹤0.01%
2,250
74 75
76
77 78