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
626
$485K 0.02%
4,936
+1,667
627
$485K 0.02%
5,155
-607
628
$483K 0.02%
7,159
-20
629
$483K 0.02%
16,062
+6,729
630
$481K 0.02%
14,472
+3,254
631
$481K 0.02%
9,654
-5,018
632
$480K 0.02%
15,402
+836
633
$478K 0.02%
16,778
+12,774
634
$477K 0.02%
14,454
+3,376
635
$475K 0.02%
6,102
+952
636
$475K 0.02%
23,736
+23,709
637
$474K 0.02%
6,125
+4,692
638
$474K 0.02%
19,894
-768
639
$472K 0.02%
37,129
+1,370
640
$470K 0.02%
7,170
+661
641
$469K 0.02%
20,390
-1,675
642
$469K 0.02%
22,051
-11,519
643
$467K 0.02%
11,464
-369
644
$465K 0.02%
21,068
+12,562
645
$465K 0.02%
12,044
+2,022
646
$464K 0.02%
22,606
+412
647
$464K 0.02%
5,181
-384
648
$463K 0.02%
8,774
+581
649
$461K 0.02%
11,850
650
$460K 0.02%
7,561
+1,490
24 25
26
27 28