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
2426
$21K ﹤0.01%
24,500
2427
$21K ﹤0.01%
1,660
-40
2428
$21K ﹤0.01%
239
2429
$21K ﹤0.01%
343
+216
2430
$21K ﹤0.01%
500
2431
$21K ﹤0.01%
+600
2432
$20K ﹤0.01%
517
+29
2433
$20K ﹤0.01%
1,017
-326
2434
$20K ﹤0.01%
256
+20
2435
$20K ﹤0.01%
6,200
2436
$20K ﹤0.01%
450
-240
2437
$20K ﹤0.01%
2,228
2438
$20K ﹤0.01%
1,092
2439
$20K ﹤0.01%
664
+94
2440
$20K ﹤0.01%
2,212
+412
2441
$20K ﹤0.01%
254
+232
2442
$20K ﹤0.01%
1,233
+18
2443
$20K ﹤0.01%
111
+1
2444
$20K ﹤0.01%
2,000
2445
$20K ﹤0.01%
311
-96
2446
$20K ﹤0.01%
490
2447
$20K ﹤0.01%
371
+140
2448
$20K ﹤0.01%
602
+36
2449
$20K ﹤0.01%
214
-27
2450
$20K ﹤0.01%
718
-1,282
96 97
98
99 100