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
1951
$44K ﹤0.01%
1,237
-1,624
1952
$44K ﹤0.01%
2,705
+13
1953
$44K ﹤0.01%
846
1954
$44K ﹤0.01%
2,095
+85
1955
$44K ﹤0.01%
852
-126
1956
$44K ﹤0.01%
322
+66
1957
$44K ﹤0.01%
5,970
-1,058
1958
$44K ﹤0.01%
481
-73
1959
$44K ﹤0.01%
2,935
+1,355
1960
$44K ﹤0.01%
3,970
1961
$44K ﹤0.01%
1,540
1962
$44K ﹤0.01%
2,010
1963
$44K ﹤0.01%
1,868
+80
1964
$44K ﹤0.01%
6,613
-1,083
1965
$44K ﹤0.01%
1,620
1966
$43K ﹤0.01%
2,989
+2,578
1967
$43K ﹤0.01%
3,500
-1,750
1968
$43K ﹤0.01%
3,090
1969
$43K ﹤0.01%
1,412
-2,485
1970
$43K ﹤0.01%
524
+241
1971
$43K ﹤0.01%
3,370
1972
$43K ﹤0.01%
2,253
1973
$43K ﹤0.01%
463
1974
$43K ﹤0.01%
1,400
-287
1975
$43K ﹤0.01%
938
77 78
79
80 81