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
2401
$21K ﹤0.01%
583
+339
2402
$21K ﹤0.01%
867
-2,707
2403
$21K ﹤0.01%
282
+82
2404
$21K ﹤0.01%
1,028
-1,969
2405
$21K ﹤0.01%
603
+2
2406
$21K ﹤0.01%
9,300
+1,000
2407
$21K ﹤0.01%
1,127
-40
2408
$21K ﹤0.01%
215
+20
2409
$21K ﹤0.01%
941
-26
2410
$21K ﹤0.01%
1,100
2411
$21K ﹤0.01%
217
2412
$21K ﹤0.01%
942
+300
2413
$21K ﹤0.01%
307
+143
2414
$21K ﹤0.01%
156
+125
2415
$21K ﹤0.01%
408
2416
$21K ﹤0.01%
+625
2417
$21K ﹤0.01%
1,209
+559
2418
$21K ﹤0.01%
269
+93
2419
$21K ﹤0.01%
336
2420
$21K ﹤0.01%
925
2421
$21K ﹤0.01%
450
-660
2422
$21K ﹤0.01%
379
+180
2423
$21K ﹤0.01%
2,074
-410
2424
$21K ﹤0.01%
382
+21
2425
$21K ﹤0.01%
1,100
95 96
97
98 99