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
226
$2M 0.1%
16,485
+4,109
227
$1.99M 0.1%
71,671
+8,579
228
$1.99M 0.1%
68,284
+116
229
$1.99M 0.1%
131,349
-57,877
230
$1.98M 0.1%
101,935
-908
231
$1.97M 0.09%
25,543
-187,329
232
$1.97M 0.09%
13,447
-12,078
233
$1.96M 0.09%
28,307
+19,143
234
$1.94M 0.09%
13,634
+396
235
$1.92M 0.09%
69,897
-19,496
236
$1.92M 0.09%
24,321
+2,531
237
$1.91M 0.09%
46,308
-3,266
238
$1.91M 0.09%
39,226
-3,350
239
$1.91M 0.09%
131,484
-25,875
240
$1.91M 0.09%
131,907
+16,729
241
$1.89M 0.09%
12,303
-1,092
242
$1.89M 0.09%
84,647
+218
243
$1.88M 0.09%
38,233
+90
244
$1.86M 0.09%
347,917
-47,436
245
$1.86M 0.09%
35,487
-1,815
246
$1.86M 0.09%
32,658
-459
247
$1.85M 0.09%
+54,120
248
$1.82M 0.09%
22,644
+2,741
249
$1.81M 0.09%
50,162
+1,214
250
$1.81M 0.09%
106,156
+6,454
8 9
10
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