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
2226
$28K ﹤0.01%
1,100
2227
$28K ﹤0.01%
1,738
2228
$28K ﹤0.01%
908
+143
2229
$28K ﹤0.01%
+1,029
2230
$28K ﹤0.01%
4,000
2231
$28K ﹤0.01%
2,483
2232
$28K ﹤0.01%
1,791
2233
$28K ﹤0.01%
1,000
2234
$28K ﹤0.01%
890
-205
2235
$28K ﹤0.01%
1,129
+280
2236
$28K ﹤0.01%
990
2237
$28K ﹤0.01%
1,134
2238
$28K ﹤0.01%
1,133
2239
$28K ﹤0.01%
1,833
-136
2240
$28K ﹤0.01%
1,735
2241
$28K ﹤0.01%
3,592
+385
2242
$28K ﹤0.01%
245
+112
2243
$27K ﹤0.01%
1,500
2244
$27K ﹤0.01%
834
+31
2245
$27K ﹤0.01%
182
-7
2246
$27K ﹤0.01%
846
+32
2247
$27K ﹤0.01%
2,180
2248
$27K ﹤0.01%
694
2249
$27K ﹤0.01%
692
+89
2250
$27K ﹤0.01%
1,765
-30
88 89
90
91 92