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
351
$1.17M 0.06%
+28,402
352
$1.17M 0.06%
11,997
+1,425
353
$1.16M 0.06%
16,798
+2,563
354
$1.13M 0.05%
59,253
+12,290
355
$1.11M 0.05%
23,171
+7,592
356
$1.11M 0.05%
15,266
+2,629
357
$1.1M 0.05%
24,832
-824
358
$1.09M 0.05%
49,362
+1,566
359
$1.09M 0.05%
21,784
+2,387
360
$1.07M 0.05%
55,169
+51,965
361
$1.07M 0.05%
18,560
+10,922
362
$1.07M 0.05%
48,139
-292
363
$1.05M 0.05%
18,286
+7,393
364
$1.05M 0.05%
21,820
+5,431
365
$1.04M 0.05%
60,076
-7,963
366
$1.04M 0.05%
36,386
-6,744
367
$1.04M 0.05%
12,918
+10,679
368
$1.03M 0.05%
15,393
+2,417
369
$1.03M 0.05%
13,886
+1,541
370
$1.03M 0.05%
21,135
-733
371
$1.02M 0.05%
44,131
-916
372
$1.02M 0.05%
32,970
-757
373
$1.02M 0.05%
41,927
+617
374
$1.02M 0.05%
68,136
+65,389
375
$1.02M 0.05%
14,773
+3,326
13 14
15
16 17