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
451
$798K 0.04%
33,500
+200
452
$796K 0.04%
34,693
-3,342
453
$795K 0.04%
2,088
+263
454
$793K 0.04%
47,950
+2,475
455
$784K 0.04%
32,451
+1,581
456
$781K 0.04%
26,498
+3,910
457
$780K 0.04%
22,803
+171
458
$779K 0.04%
13,098
-280
459
$778K 0.04%
87,040
+377
460
$777K 0.04%
38,899
+36,800
461
$772K 0.04%
58,433
-7,347
462
$768K 0.04%
5,342
+2,249
463
$765K 0.04%
20,147
464
$761K 0.04%
30,888
+2,911
465
$761K 0.04%
13,281
-1,495
466
$761K 0.04%
29,124
+561
467
$755K 0.04%
13,076
+886
468
$753K 0.04%
15,882
+1,324
469
$751K 0.04%
10,338
-2,176
470
$750K 0.04%
16,913
-558
471
$749K 0.04%
67,633
-6,721
472
$741K 0.04%
7,462
+694
473
$741K 0.04%
12,258
+5,212
474
$740K 0.04%
28,283
+25,041
475
$736K 0.04%
27,215
+7,507
17 18
19
20 21