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
251
$1.8M 0.09%
17,429
+3,059
252
$1.79M 0.09%
36,468
+9,459
253
$1.78M 0.09%
125,752
+47,767
254
$1.77M 0.09%
13,860
-319
255
$1.76M 0.09%
18,461
+839
256
$1.76M 0.09%
9,456
+2,246
257
$1.75M 0.08%
15,403
+12,197
258
$1.75M 0.08%
10,107
+886
259
$1.74M 0.08%
113,293
-13,113
260
$1.74M 0.08%
26,607
+2,050
261
$1.74M 0.08%
24,436
+1,547
262
$1.73M 0.08%
11,277
+263
263
$1.72M 0.08%
16,566
-8
264
$1.71M 0.08%
57,511
-6,455
265
$1.7M 0.08%
15,716
+678
266
$1.7M 0.08%
40,825
+21,119
267
$1.68M 0.08%
115,556
-58,032
268
$1.68M 0.08%
46,790
-816
269
$1.67M 0.08%
23,499
+1,244
270
$1.67M 0.08%
35,481
+28,434
271
$1.67M 0.08%
64,078
-32,399
272
$1.66M 0.08%
110,559
+22,746
273
$1.66M 0.08%
30,591
+4,492
274
$1.64M 0.08%
24,855
+10,100
275
$1.64M 0.08%
59,324
+11,390
9 10
11
12 13