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
2126
$33K ﹤0.01%
416
+63
2127
$32K ﹤0.01%
2,000
2128
$32K ﹤0.01%
2,465
-325
2129
$32K ﹤0.01%
2,000
2130
$32K ﹤0.01%
89
-372
2131
$32K ﹤0.01%
1,365
-1,942
2132
$32K ﹤0.01%
2,480
+552
2133
$32K ﹤0.01%
1,315
-725
2134
$32K ﹤0.01%
469
-18
2135
$32K ﹤0.01%
948
2136
$32K ﹤0.01%
349
-193
2137
$32K ﹤0.01%
1,348
2138
$32K ﹤0.01%
706
2139
$32K ﹤0.01%
1,028
+739
2140
$32K ﹤0.01%
373
-34
2141
$32K ﹤0.01%
2,000
2142
$32K ﹤0.01%
557
+305
2143
$32K ﹤0.01%
775
+525
2144
$32K ﹤0.01%
759
2145
$32K ﹤0.01%
+1,851
2146
$32K ﹤0.01%
1,262
2147
$32K ﹤0.01%
1,062
+979
2148
$32K ﹤0.01%
2,550
+1,657
2149
$32K ﹤0.01%
1,350
2150
$32K ﹤0.01%
1,369
-438
84 85
86
87 88