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
2326
$24K ﹤0.01%
350
-703
2327
$24K ﹤0.01%
702
2328
$23K ﹤0.01%
+1,038
2329
$23K ﹤0.01%
359
-25
2330
$23K ﹤0.01%
317
-58
2331
$23K ﹤0.01%
3,972
-676
2332
$23K ﹤0.01%
867
+100
2333
$23K ﹤0.01%
1,141
-761
2334
$23K ﹤0.01%
915
-900
2335
$23K ﹤0.01%
2,389
+205
2336
$23K ﹤0.01%
398
-45
2337
$23K ﹤0.01%
670
+258
2338
$23K ﹤0.01%
1,106
+10
2339
$23K ﹤0.01%
1,394
+160
2340
$23K ﹤0.01%
183
2341
$23K ﹤0.01%
1,528
-868
2342
$23K ﹤0.01%
448
2343
$23K ﹤0.01%
1,775
-8,725
2344
$23K ﹤0.01%
555
-5,824
2345
$23K ﹤0.01%
+1,195
2346
$23K ﹤0.01%
1,230
+952
2347
$23K ﹤0.01%
466
-732
2348
$23K ﹤0.01%
279
+30
2349
$23K ﹤0.01%
1,686
-271
2350
$23K ﹤0.01%
188
92 93
94
95 96