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
301
$1.43M 0.07%
26,620
+23,108
302
$1.43M 0.07%
13,895
+1,088
303
$1.42M 0.07%
23,393
-309
304
$1.42M 0.07%
47,180
+27,611
305
$1.42M 0.07%
11,404
+1,772
306
$1.42M 0.07%
33,490
-4,523
307
$1.4M 0.07%
41,177
+609
308
$1.4M 0.07%
11,187
+8,801
309
$1.4M 0.07%
28,644
+1,628
310
$1.4M 0.07%
40,467
+4,583
311
$1.4M 0.07%
6,297
+5,754
312
$1.39M 0.07%
20,206
+4,554
313
$1.38M 0.07%
13,076
+200
314
$1.38M 0.07%
60,259
-1,214
315
$1.38M 0.07%
19,634
+13,644
316
$1.38M 0.07%
71,973
-7,122
317
$1.37M 0.07%
40,324
-3,847
318
$1.37M 0.07%
47,719
+4,436
319
$1.35M 0.07%
64,600
-85,040
320
$1.35M 0.07%
62,547
+10,000
321
$1.35M 0.07%
20,017
-1,074
322
$1.34M 0.06%
66,504
-177
323
$1.34M 0.06%
22,276
+16,400
324
$1.34M 0.06%
43,124
+471
325
$1.32M 0.06%
26,159
-303
11 12
13
14 15