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
2026
$38K ﹤0.01%
1,118
+4
2027
$38K ﹤0.01%
2,500
2028
$38K ﹤0.01%
2,882
+353
2029
$38K ﹤0.01%
500
2030
$38K ﹤0.01%
1,502
+45
2031
$38K ﹤0.01%
671
+40
2032
$38K ﹤0.01%
1,565
2033
$37K ﹤0.01%
1,000
2034
$37K ﹤0.01%
616
-33
2035
$37K ﹤0.01%
5,327
2036
$37K ﹤0.01%
1,332
+3
2037
$37K ﹤0.01%
1,317
+587
2038
$37K ﹤0.01%
560
-200
2039
$37K ﹤0.01%
1,150
2040
$37K ﹤0.01%
239
+35
2041
$37K ﹤0.01%
500
2042
$37K ﹤0.01%
804
+1
2043
$37K ﹤0.01%
1,489
2044
$37K ﹤0.01%
467
-235
2045
$37K ﹤0.01%
720
-7,028
2046
$37K ﹤0.01%
1,661
+2
2047
$37K ﹤0.01%
2,467
+340
2048
$37K ﹤0.01%
1,011
+569
2049
$37K ﹤0.01%
3,247
+348
2050
$37K ﹤0.01%
696
+650
80 81
82
83 84