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
326
$1.31M 0.06%
18,178
-5,201
327
$1.31M 0.06%
31,843
+15,386
328
$1.31M 0.06%
36,957
+446
329
$1.31M 0.06%
5,475
+2,086
330
$1.31M 0.06%
21,174
+11,208
331
$1.3M 0.06%
32,923
-305
332
$1.3M 0.06%
34,642
-1,646
333
$1.3M 0.06%
10,868
+10,063
334
$1.29M 0.06%
25,720
+986
335
$1.28M 0.06%
25,854
+23,291
336
$1.27M 0.06%
25,911
-1,462
337
$1.27M 0.06%
43,072
-4,519
338
$1.27M 0.06%
17,442
+3,014
339
$1.27M 0.06%
12,950
+203
340
$1.26M 0.06%
24,834
+6,298
341
$1.26M 0.06%
25,322
+18,377
342
$1.24M 0.06%
19,492
+14,198
343
$1.23M 0.06%
24,563
+6,692
344
$1.2M 0.06%
13,241
-405
345
$1.19M 0.06%
20,594
+1,549
346
$1.19M 0.06%
10,126
-572
347
$1.18M 0.06%
75,588
+1,522
348
$1.18M 0.06%
9,668
+692
349
$1.18M 0.06%
108,974
-14,570
350
$1.18M 0.06%
21,268
+140
12 13
14
15 16