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
601
$521K 0.03%
29,769
-534
602
$520K 0.03%
12,912
+7,825
603
$520K 0.03%
21,547
-730
604
$514K 0.02%
50,962
-823
605
$513K 0.02%
350
+44
606
$512K 0.02%
11,690
+727
607
$512K 0.02%
9,836
+1,036
608
$511K 0.02%
15,815
-544
609
$506K 0.02%
8,124
+5,020
610
$504K 0.02%
3,815
+465
611
$503K 0.02%
11,017
+2,325
612
$503K 0.02%
14,477
-1,308
613
$503K 0.02%
3,346
-154
614
$501K 0.02%
4,091
-834
615
$499K 0.02%
18,657
-1,012
616
$498K 0.02%
12,746
+6,176
617
$497K 0.02%
6,863
-997
618
$497K 0.02%
17,840
-2,430
619
$496K 0.02%
36,697
+24,805
620
$495K 0.02%
13,952
-9,700
621
$492K 0.02%
5,734
+804
622
$491K 0.02%
15,785
-280
623
$491K 0.02%
13,549
+5,004
624
$488K 0.02%
25,805
+7,028
625
$486K 0.02%
6,965
+3,043
23 24
25
26 27