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
2351
$23K ﹤0.01%
396
2352
$23K ﹤0.01%
1,210
-2,163
2353
$23K ﹤0.01%
933
+62
2354
$23K ﹤0.01%
8,333
+1,087
2355
$23K ﹤0.01%
246
+183
2356
$23K ﹤0.01%
1,197
-487
2357
$23K ﹤0.01%
+200
2358
$23K ﹤0.01%
+590
2359
$22K ﹤0.01%
323
2360
$22K ﹤0.01%
2,239
+2,000
2361
$22K ﹤0.01%
366
2362
$22K ﹤0.01%
456
+297
2363
$22K ﹤0.01%
3
2364
$22K ﹤0.01%
1,846
+4
2365
$22K ﹤0.01%
2,100
2366
$22K ﹤0.01%
325
-40
2367
$22K ﹤0.01%
2,093
2368
$22K ﹤0.01%
314
+167
2369
$22K ﹤0.01%
1,205
-16
2370
$22K ﹤0.01%
1,129
2371
$22K ﹤0.01%
83
2372
$22K ﹤0.01%
355
+1
2373
$22K ﹤0.01%
688
+530
2374
$22K ﹤0.01%
595
2375
$22K ﹤0.01%
735
+171
93 94
95
96 97