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
2276
$26K ﹤0.01%
1,632
-164
2277
$26K ﹤0.01%
650
-550
2278
$26K ﹤0.01%
+1,000
2279
$26K ﹤0.01%
558
2280
$26K ﹤0.01%
351
2281
$26K ﹤0.01%
750
2282
$25K ﹤0.01%
513
+30
2283
$25K ﹤0.01%
6,647
-421
2284
$25K ﹤0.01%
516
2285
$25K ﹤0.01%
5,000
2286
$25K ﹤0.01%
928
2287
$25K ﹤0.01%
237
2288
$25K ﹤0.01%
+497
2289
$25K ﹤0.01%
450
2290
$25K ﹤0.01%
400
2291
$25K ﹤0.01%
+2,109
2292
$25K ﹤0.01%
974
2293
$25K ﹤0.01%
2,153
2294
$25K ﹤0.01%
1,059
2295
$25K ﹤0.01%
1,575
2296
$25K ﹤0.01%
4,200
2297
$25K ﹤0.01%
1,339
2298
$25K ﹤0.01%
777
+100
2299
$25K ﹤0.01%
737
+205
2300
$25K ﹤0.01%
618
+234
90 91
92
93 94