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
401
$938K 0.05%
25,532
+3,436
402
$933K 0.05%
57,211
-9,250
403
$925K 0.04%
35,575
+2,323
404
$923K 0.04%
3,206
+472
405
$921K 0.04%
36,963
-15,613
406
$917K 0.04%
55,615
+1,524
407
$916K 0.04%
41,803
+16,230
408
$915K 0.04%
7,114
+1,070
409
$907K 0.04%
7,742
+827
410
$904K 0.04%
44,707
-740
411
$903K 0.04%
17,723
-4,822
412
$901K 0.04%
22,205
+400
413
$896K 0.04%
20,422
+117
414
$894K 0.04%
12,776
+1,826
415
$890K 0.04%
28,483
+4,509
416
$886K 0.04%
7,111
+4,644
417
$884K 0.04%
11,928
+148
418
$882K 0.04%
46,126
+1,667
419
$881K 0.04%
68,750
+6,775
420
$880K 0.04%
27,054
+981
421
$877K 0.04%
105,089
+23,568
422
$876K 0.04%
62,758
-7,082
423
$876K 0.04%
3,917
+1,324
424
$875K 0.04%
93,953
-5,152
425
$873K 0.04%
15,710
+1,751
15 16
17
18 19