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
2076
$35K ﹤0.01%
1,709
2077
$35K ﹤0.01%
20,101
2078
$35K ﹤0.01%
+5,300
2079
$35K ﹤0.01%
6,000
2080
$35K ﹤0.01%
1,433
-70
2081
$35K ﹤0.01%
1,863
-4,165
2082
$35K ﹤0.01%
25
2083
$35K ﹤0.01%
1,585
+593
2084
$35K ﹤0.01%
1,534
-732
2085
$34K ﹤0.01%
1,882
+154
2086
$34K ﹤0.01%
536
-105
2087
$34K ﹤0.01%
5,590
+1,000
2088
$34K ﹤0.01%
376
2089
$34K ﹤0.01%
1,247
2090
$34K ﹤0.01%
558
2091
$34K ﹤0.01%
654
-20
2092
$34K ﹤0.01%
900
2093
– –
0
2094
$34K ﹤0.01%
511
+213
2095
$34K ﹤0.01%
788
-373
2096
$34K ﹤0.01%
1,351
+13
2097
$34K ﹤0.01%
1,063
+852
2098
$34K ﹤0.01%
1,913
-194
2099
$34K ﹤0.01%
1,764
+470
2100
$34K ﹤0.01%
3,740
+3,170
82 83
84
85 86