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
2051
$37K ﹤0.01%
2,913
+1,180
2052
$37K ﹤0.01%
2,745
2053
$37K ﹤0.01%
7,550
2054
$36K ﹤0.01%
704
-27
2055
$36K ﹤0.01%
3,896
2056
$36K ﹤0.01%
482
+16
2057
$36K ﹤0.01%
1,261
+153
2058
$36K ﹤0.01%
780
+218
2059
$36K ﹤0.01%
5,000
2060
$36K ﹤0.01%
2,039
-105
2061
$36K ﹤0.01%
740
+40
2062
$36K ﹤0.01%
1,850
+1,400
2063
$36K ﹤0.01%
5,224
2064
$36K ﹤0.01%
1,038
+115
2065
$36K ﹤0.01%
2,672
2066
$35K ﹤0.01%
751
2067
$35K ﹤0.01%
1,430
2068
$35K ﹤0.01%
1,739
-100
2069
$35K ﹤0.01%
3,004
-100
2070
$35K ﹤0.01%
400
-5
2071
$35K ﹤0.01%
2,275
2072
$35K ﹤0.01%
+690
2073
$35K ﹤0.01%
748
+643
2074
$35K ﹤0.01%
600
2075
$35K ﹤0.01%
1,420
-386
81 82
83
84 85