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
526
$648K 0.03%
15,911
+720
527
$645K 0.03%
15,263
+3,012
528
$640K 0.03%
12,222
-339
529
$639K 0.03%
6,742
+188
530
$637K 0.03%
28,710
+5,034
531
$634K 0.03%
14,544
532
$632K 0.03%
4,503
+280
533
$629K 0.03%
16,485
+8,950
534
$626K 0.03%
17,988
+9,798
535
$626K 0.03%
10,968
+2,104
536
$626K 0.03%
2,456
-886
537
$624K 0.03%
7,150
+1,962
538
$623K 0.03%
20,496
539
$623K 0.03%
18,010
+6,720
540
$623K 0.03%
11,064
+2,856
541
$618K 0.03%
3,700
+700
542
$615K 0.03%
14,785
-7,257
543
$612K 0.03%
6,054
+1,145
544
$608K 0.03%
24,088
+8,679
545
$607K 0.03%
24,056
-16,199
546
$606K 0.03%
15,358
+2,546
547
$598K 0.03%
163,017
548
$597K 0.03%
14,301
+14,017
549
$596K 0.03%
35,670
+3,900
550
$593K 0.03%
18,987
-1,842
20 21
22
23 24