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
651
$455K 0.02%
3,248
-103
652
$455K 0.02%
9,084
-82
653
$453K 0.02%
+11,237
654
$453K 0.02%
34,119
+8,809
655
$453K 0.02%
7,021
-99
656
$451K 0.02%
8,327
+122
657
$451K 0.02%
+14,601
658
$451K 0.02%
9,097
-447
659
$450K 0.02%
3,676
-563
660
$449K 0.02%
4,359
+862
661
$448K 0.02%
16,188
+5,668
662
$448K 0.02%
10,071
+212
663
$448K 0.02%
9,076
+503
664
$448K 0.02%
23,176
+12,450
665
$447K 0.02%
6,967
+27
666
$446K 0.02%
9,005
+7,780
667
$446K 0.02%
10,059
+237
668
$445K 0.02%
8,480
+418
669
$445K 0.02%
2,472
+13
670
$444K 0.02%
9,376
+3,170
671
$442K 0.02%
3,564
+767
672
$441K 0.02%
4,499
+235
673
$438K 0.02%
4,569
-89
674
$437K 0.02%
5,809
+623
675
$437K 0.02%
9,250
25 26
27
28 29