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
276
$1.62M 0.08%
21,981
-833
277
$1.61M 0.08%
112,682
-5,853
278
$1.61M 0.08%
28,988
+18,970
279
$1.61M 0.08%
19,334
+17,194
280
$1.6M 0.08%
17,497
+17,447
281
$1.6M 0.08%
54,403
+34,598
282
$1.59M 0.08%
55,230
+5,855
283
$1.59M 0.08%
28,349
-425
284
$1.58M 0.08%
69,721
+3,328
285
$1.57M 0.08%
18,760
+450
286
$1.57M 0.08%
36,638
-429
287
$1.57M 0.08%
81,820
+123
288
$1.56M 0.08%
28,910
+2,440
289
$1.54M 0.07%
12,982
+3,046
290
$1.54M 0.07%
43,599
+5,298
291
$1.54M 0.07%
101,535
+62,535
292
$1.54M 0.07%
60,680
+5,959
293
$1.53M 0.07%
43,886
+2,415
294
$1.53M 0.07%
28,264
+3,270
295
$1.52M 0.07%
31,649
+4,627
296
$1.5M 0.07%
33,588
+3,608
297
$1.46M 0.07%
10,679
+1,286
298
$1.46M 0.07%
21,986
+844
299
$1.43M 0.07%
18,926
+3,703
300
$1.43M 0.07%
30,175
+9,756
10 11
12
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