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
26
$11M 0.53%
1,221,900
+78,516
27
$10.8M 0.52%
103,323
-2,971
28
$10.8M 0.52%
289,583
+33,575
29
$10.7M 0.52%
169,940
+19,380
30
$10.6M 0.51%
137,017
+33,622
31
$10M 0.48%
61,393
-1,458
32
$9.92M 0.48%
428,713
+170,848
33
$9.78M 0.47%
1,051,565
-103,050
34
$9.72M 0.47%
117,780
-12,136
35
$9.61M 0.46%
85,785
+1,623
36
$9.55M 0.46%
126,829
+46,458
37
$9.47M 0.46%
70,630
+3,001
38
$9.26M 0.45%
80,446
+15,479
39
$9.14M 0.44%
296,727
+28,250
40
$9.14M 0.44%
413,598
-76,814
41
$9.09M 0.44%
177,181
+13,126
42
$8.9M 0.43%
117,504
+32,316
43
$8.69M 0.42%
83,090
+5,865
44
$8.66M 0.42%
71,154
+3,134
45
$8.64M 0.42%
100,818
+18,951
46
$8.64M 0.42%
42,078
+21,976
47
$8.52M 0.41%
537,811
-399,955
48
$8.37M 0.4%
184,997
+5,237
49
$8.1M 0.39%
150,996
+11,358
50
$8.01M 0.39%
26,554
-714
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