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
2451
$20K ﹤0.01%
+3
2452
$20K ﹤0.01%
1,493
+993
2453
– –
0
2454
$20K ﹤0.01%
725
-18
2455
$20K ﹤0.01%
750
-415
2456
$20K ﹤0.01%
840
2457
$20K ﹤0.01%
816
+687
2458
$20K ﹤0.01%
807
2459
$20K ﹤0.01%
1,694
+1,100
2460
$20K ﹤0.01%
4,078
+690
2461
$20K ﹤0.01%
192
+108
2462
$20K ﹤0.01%
700
+500
2463
$20K ﹤0.01%
144
-3
2464
$20K ﹤0.01%
1,380
2465
$20K ﹤0.01%
2,165
2466
$20K ﹤0.01%
2,398
-1,678
2467
$20K ﹤0.01%
107
-2
2468
$20K ﹤0.01%
788
2469
$20K ﹤0.01%
3,000
+600
2470
$20K ﹤0.01%
417
-2,906
2471
$20K ﹤0.01%
2,798
2472
$19K ﹤0.01%
595
2473
$19K ﹤0.01%
743
-130
2474
$19K ﹤0.01%
2,834
2475
$19K ﹤0.01%
810
97 98
99
100 101