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
676
$436K 0.02%
11,477
+640
677
$435K 0.02%
22,906
+9,750
678
$435K 0.02%
7,306
+2,055
679
$433K 0.02%
7,116
+3,530
680
$433K 0.02%
11,773
+595
681
$432K 0.02%
9,034
+721
682
$431K 0.02%
10,486
+2,188
683
$428K 0.02%
36,642
+357
684
$428K 0.02%
10,425
+3,180
685
$426K 0.02%
24,004
-1,350
686
$426K 0.02%
14,816
+3,112
687
$425K 0.02%
22,403
+21,622
688
$425K 0.02%
8,736
-638
689
$423K 0.02%
40,543
-14,235
690
$422K 0.02%
12,978
+8,955
691
$422K 0.02%
3,939
-1,900
692
$421K 0.02%
24,301
-2,875
693
$420K 0.02%
2,465
-179
694
$420K 0.02%
17,916
-2,809
695
$420K 0.02%
9,722
-853
696
$417K 0.02%
15,126
+1,278
697
$417K 0.02%
7,144
+1,447
698
$417K 0.02%
17,194
+8,184
699
$416K 0.02%
10,300
+800
700
$415K 0.02%
10,524
+9,002
26 27
28
29 30