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
501
$692K 0.03%
15,666
+14,760
502
$692K 0.03%
25,669
+3,954
503
$691K 0.03%
11,552
-185
504
$689K 0.03%
14,022
-8,623
505
$688K 0.03%
6,535
-552
506
$681K 0.03%
17,959
-343
507
$677K 0.03%
14,416
-3,138
508
$676K 0.03%
23,384
+5,532
509
$676K 0.03%
26,867
+2,207
510
$672K 0.03%
26,990
+4,928
511
$670K 0.03%
6,397
+1,074
512
$668K 0.03%
21,693
-2,124
513
$667K 0.03%
49,595
+4,771
514
$667K 0.03%
15,083
+1,248
515
$664K 0.03%
43,299
-1,982
516
$663K 0.03%
10,692
-1,149
517
$662K 0.03%
3,593
+2,218
518
$660K 0.03%
17,413
-3,570
519
$659K 0.03%
4,139
+1,390
520
$659K 0.03%
11,781
-37
521
$658K 0.03%
19,400
+2,630
522
$658K 0.03%
15,287
+915
523
$657K 0.03%
30,983
-2,217
524
$656K 0.03%
38,765
+156
525
$653K 0.03%
32,760
+5,994
19 20
21
22 23