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
426
$872K 0.04%
107,009
+21,583
427
$867K 0.04%
13,278
+5,890
428
$865K 0.04%
43,455
+31,420
429
$863K 0.04%
17,656
-836
430
$863K 0.04%
16,113
+13,811
431
$858K 0.04%
26,374
-7,043
432
$853K 0.04%
21,970
-5,903
433
$852K 0.04%
17,703
+16,411
434
$851K 0.04%
43,957
+3,028
435
$848K 0.04%
35,651
+2,437
436
$843K 0.04%
6,271
+1,391
437
$842K 0.04%
16,157
+13,332
438
$839K 0.04%
9,633
+707
439
$837K 0.04%
5,185
-5,410
440
$835K 0.04%
58,708
-30,056
441
$834K 0.04%
34,347
+2,117
442
$831K 0.04%
32,254
+6,452
443
$827K 0.04%
15,772
+13,244
444
$819K 0.04%
15,053
-98
445
$818K 0.04%
12,916
-3,930
446
$811K 0.04%
32,189
-23,160
447
$809K 0.04%
20,241
+311
448
$804K 0.04%
13,544
-3,046
449
$801K 0.04%
7,626
450
$798K 0.04%
15,291
+8,540
16 17
18
19 20