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
576
$553K 0.03%
7,021
+895
577
$552K 0.03%
27,636
+6,983
578
$551K 0.03%
41,329
-17,841
579
$551K 0.03%
4,110
-5,329
580
$551K 0.03%
1,944
+570
581
$548K 0.03%
11,604
+1,574
582
$547K 0.03%
80,628
+12,162
583
$546K 0.03%
38,612
-600
584
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8,732
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585
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11,306
+2,594
586
$543K 0.03%
24,008
+952
587
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32,760
+16,246
588
$537K 0.03%
15,230
+1,742
589
$535K 0.03%
33,038
+15,428
590
$534K 0.03%
88,575
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$533K 0.03%
9,408
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592
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33,217
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593
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7,086
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594
$529K 0.03%
8,240
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595
$527K 0.03%
21,821
-866
596
$526K 0.03%
14,504
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597
$525K 0.03%
9,307
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598
$525K 0.03%
13,663
-293
599
$523K 0.03%
7,252
+731
600
$523K 0.03%
24,706
-278
22 23
24
25 26