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
2151
$32K ﹤0.01%
1,989
-6
2152
$32K ﹤0.01%
459
-183
2153
$31K ﹤0.01%
978
-1,870
2154
$31K ﹤0.01%
1,350
2155
$31K ﹤0.01%
766
+58
2156
$31K ﹤0.01%
319
+2
2157
$31K ﹤0.01%
660
2158
$31K ﹤0.01%
344
-175
2159
$31K ﹤0.01%
1,282
+309
2160
$31K ﹤0.01%
1,970
+84
2161
$31K ﹤0.01%
401
+68
2162
$31K ﹤0.01%
1,152
+402
2163
$31K ﹤0.01%
2,652
-32
2164
$31K ﹤0.01%
152
2165
$31K ﹤0.01%
2,228
2166
$31K ﹤0.01%
391
+2
2167
$31K ﹤0.01%
519
+203
2168
$31K ﹤0.01%
2,104
+687
2169
$31K ﹤0.01%
+1,200
2170
$31K ﹤0.01%
2,500
-80,470
2171
$31K ﹤0.01%
2,184
-4,525
2172
$31K ﹤0.01%
276
-89
2173
$31K ﹤0.01%
2,586
2174
$31K ﹤0.01%
960
-70
2175
$31K ﹤0.01%
5,600
85 86
87
88 89