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
476
$736K 0.04%
9,782
+1,563
477
$735K 0.04%
24,275
+4,252
478
$732K 0.04%
14,559
+3,850
479
$729K 0.04%
23,766
+101
480
$728K 0.04%
14,183
-770
481
$723K 0.03%
16,802
+149
482
$721K 0.03%
6,961
-54
483
$720K 0.03%
29,461
+2,040
484
$719K 0.03%
21,563
+3,495
485
$719K 0.03%
15,181
+8,168
486
$717K 0.03%
27,095
+2,697
487
$715K 0.03%
12,046
+6,408
488
$714K 0.03%
10,992
-314
489
$711K 0.03%
12,616
+372
490
$709K 0.03%
9,563
+2,766
491
$707K 0.03%
17,482
-1,145
492
$704K 0.03%
19,035
+64
493
$703K 0.03%
23,779
-359
494
$701K 0.03%
87,441
-11,741
495
$701K 0.03%
33,120
+30,000
496
$701K 0.03%
24,679
-674
497
$696K 0.03%
13,826
+250
498
$694K 0.03%
17,752
+16,737
499
$693K 0.03%
+29,315
500
$693K 0.03%
30,031
-1,956
18 19
20
21 22