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
1901
$48K ﹤0.01%
2,347
+952
1902
$48K ﹤0.01%
3,040
1903
$48K ﹤0.01%
3,234
+1,019
1904
$48K ﹤0.01%
6,245
-1,629
1905
$47K ﹤0.01%
610
1906
$47K ﹤0.01%
628
+94
1907
$47K ﹤0.01%
9,106
-566
1908
$47K ﹤0.01%
1,068
+8
1909
$47K ﹤0.01%
1,361
+27
1910
$47K ﹤0.01%
5,322
+58
1911
$47K ﹤0.01%
3,660
+2,000
1912
$47K ﹤0.01%
3,108
-54
1913
$47K ﹤0.01%
2,393
+1
1914
$47K ﹤0.01%
618
+7
1915
$46K ﹤0.01%
10,723
+1,887
1916
$46K ﹤0.01%
3,049
+2,129
1917
$46K ﹤0.01%
2,953
1918
$46K ﹤0.01%
1,197
+928
1919
$46K ﹤0.01%
1,507
+107
1920
$46K ﹤0.01%
927
-491
1921
$46K ﹤0.01%
1,593
+1,478
1922
$46K ﹤0.01%
8,974
+2,443
1923
$46K ﹤0.01%
1,664
-156
1924
$46K ﹤0.01%
539
+6
1925
$46K ﹤0.01%
2,061
+809
75 76
77
78 79