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
376
$1.01M 0.05%
76,974
-1,649
377
$1.01M 0.05%
22,476
+227
378
$1.01M 0.05%
32,761
+7,157
379
$1M 0.05%
19,899
+1,816
380
$997K 0.05%
65,818
-220
381
$995K 0.05%
372,800
+129,600
382
$994K 0.05%
29,980
-708
383
$991K 0.05%
20,320
-1,442
384
$990K 0.05%
45,831
-8,220
385
$987K 0.05%
69,285
+5,745
386
$983K 0.05%
8,202
+637
387
$977K 0.05%
18,848
+16,002
388
$975K 0.05%
14,933
-2,687
389
$975K 0.05%
26,258
+10,000
390
$974K 0.05%
40,519
-2,770
391
$971K 0.05%
22,337
+1,533
392
$960K 0.05%
11,608
+2,420
393
$958K 0.05%
14,982
+3,562
394
$958K 0.05%
+39,837
395
$955K 0.05%
9,184
+695
396
$950K 0.05%
20,709
+480
397
$948K 0.05%
29,976
+11,656
398
$945K 0.05%
92,333
+15,313
399
$945K 0.05%
36,616
-3,238
400
$941K 0.05%
105,972
+62,298
14 15
16
17 18