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
2376
$22K ﹤0.01%
492
+2
2377
$22K ﹤0.01%
27
2378
$22K ﹤0.01%
1,000
2379
$22K ﹤0.01%
1,411
+25
2380
$22K ﹤0.01%
+775
2381
$22K ﹤0.01%
21,208
2382
$22K ﹤0.01%
1,058
+818
2383
$22K ﹤0.01%
202
-139
2384
$22K ﹤0.01%
1,102
+27
2385
$22K ﹤0.01%
+4,450
2386
$22K ﹤0.01%
2,415
+15
2387
$22K ﹤0.01%
2,584
-29
2388
$22K ﹤0.01%
1,561
+536
2389
$22K ﹤0.01%
897
-498
2390
$22K ﹤0.01%
1,319
+1,090
2391
$22K ﹤0.01%
1,100
2392
$21K ﹤0.01%
346
2393
$21K ﹤0.01%
1,344
+508
2394
$21K ﹤0.01%
113
+53
2395
$21K ﹤0.01%
747
+9
2396
$21K ﹤0.01%
384
+289
2397
$21K ﹤0.01%
1,097
+129
2398
$21K ﹤0.01%
1,018
+109
2399
$21K ﹤0.01%
83
+19
2400
$21K ﹤0.01%
304
-119
94 95
96
97 98