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
2101
$34K ﹤0.01%
549
+330
2102
$34K ﹤0.01%
4,177
-2,353
2103
$34K ﹤0.01%
235
+10
2104
$34K ﹤0.01%
3,784
-6,576
2105
$33K ﹤0.01%
1,849
+1,536
2106
$33K ﹤0.01%
1,527
+420
2107
$33K ﹤0.01%
3,100
2108
$33K ﹤0.01%
847
-52
2109
$33K ﹤0.01%
2,308
2110
$33K ﹤0.01%
1,800
+800
2111
$33K ﹤0.01%
4,023
-1,553
2112
$33K ﹤0.01%
4,893
-791
2113
$33K ﹤0.01%
755
+460
2114
$33K ﹤0.01%
1,243
+146
2115
$33K ﹤0.01%
958
-335
2116
$33K ﹤0.01%
1,346
2117
$33K ﹤0.01%
1,333
2118
$33K ﹤0.01%
2,215
+2,150
2119
$33K ﹤0.01%
443
+302
2120
$33K ﹤0.01%
14,095
2121
$33K ﹤0.01%
1,926
+38
2122
$33K ﹤0.01%
15,423
+369
2123
$33K ﹤0.01%
180
+32
2124
$33K ﹤0.01%
2,581
2125
$33K ﹤0.01%
1,400
83 84
85
86 87