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
2301
$25K ﹤0.01%
+1,233
2302
$25K ﹤0.01%
9,220
-1,800
2303
$25K ﹤0.01%
1,700
+650
2304
$24K ﹤0.01%
5,800
-2,420
2305
$24K ﹤0.01%
1,194
-675
2306
$24K ﹤0.01%
600
2307
$24K ﹤0.01%
656
-152
2308
$24K ﹤0.01%
700
+200
2309
$24K ﹤0.01%
17,285
2310
$24K ﹤0.01%
1,201
2311
$24K ﹤0.01%
537
+116
2312
$24K ﹤0.01%
3,125
2313
$24K ﹤0.01%
20,130
+2,335
2314
$24K ﹤0.01%
1,497
2315
$24K ﹤0.01%
2,105
+107
2316
$24K ﹤0.01%
1,600
2317
$24K ﹤0.01%
882
+302
2318
$24K ﹤0.01%
250
+35
2319
$24K ﹤0.01%
456
+50
2320
$24K ﹤0.01%
1,493
+28
2321
$24K ﹤0.01%
3,529
+1,717
2322
$24K ﹤0.01%
1,391
+24
2323
$24K ﹤0.01%
490
+1
2324
$24K ﹤0.01%
1,289
-234
2325
$24K ﹤0.01%
1,486
91 92
93
94 95