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
2251
$27K ﹤0.01%
411
+232
2252
$27K ﹤0.01%
191
+81
2253
$27K ﹤0.01%
2,393
-545
2254
$27K ﹤0.01%
319
-275
2255
$27K ﹤0.01%
+750
2256
$27K ﹤0.01%
+178
2257
$27K ﹤0.01%
2,711
-550
2258
$27K ﹤0.01%
1,417
+391
2259
$27K ﹤0.01%
4,288
2260
$27K ﹤0.01%
473
-45
2261
$26K ﹤0.01%
+543
2262
$26K ﹤0.01%
230
2263
$26K ﹤0.01%
1,000
2264
$26K ﹤0.01%
3,000
-1,500
2265
$26K ﹤0.01%
3,000
2266
$26K ﹤0.01%
534
-166
2267
$26K ﹤0.01%
797
-1,446
2268
$26K ﹤0.01%
1,427
-94
2269
$26K ﹤0.01%
+965
2270
$26K ﹤0.01%
1,157
2271
$26K ﹤0.01%
441
2272
$26K ﹤0.01%
856
-556
2273
$26K ﹤0.01%
5,704
2274
$26K ﹤0.01%
1,375
2275
$26K ﹤0.01%
364
89 90
91
92 93