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
551
$593K 0.03%
8,804
-126
552
$590K 0.03%
7,872
+238
553
$588K 0.03%
22,164
+1,149
554
$585K 0.03%
31,515
+7,770
555
$584K 0.03%
6,439
+1,893
556
$583K 0.03%
39,156
+14,522
557
$583K 0.03%
12,214
+3,026
558
$583K 0.03%
6,290
+642
559
$580K 0.03%
5,120
+482
560
$578K 0.03%
42,170
-9,861
561
$575K 0.03%
8,576
+956
562
$574K 0.03%
19,944
+19,114
563
$574K 0.03%
5,439
-2,245
564
$574K 0.03%
4,901
+181
565
$573K 0.03%
12,524
-8,402
566
$573K 0.03%
60,168
+37,208
567
$573K 0.03%
22,484
+531
568
$572K 0.03%
2,806
569
$572K 0.03%
8,008
+346
570
$571K 0.03%
31,505
+55
571
$569K 0.03%
10,691
-438
572
$567K 0.03%
3,442
-258
573
$566K 0.03%
39,418
+975
574
$565K 0.03%
4,202
+2
575
$563K 0.03%
7,817
-32
21 22
23
24 25