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
701
$414K 0.02%
27,906
+3,797
702
$414K 0.02%
16,456
-2,234
703
$412K 0.02%
6,012
+571
704
$409K 0.02%
3,932
-330
705
$409K 0.02%
15,891
+8,819
706
$408K 0.02%
5,875
+3,840
707
$408K 0.02%
+10,791
708
$408K 0.02%
8,910
+664
709
$407K 0.02%
15,460
+3,740
710
$406K 0.02%
11,674
+1,095
711
$406K 0.02%
6,841
+6,686
712
$404K 0.02%
14,764
+712
713
$404K 0.02%
6,825
+2,062
714
$402K 0.02%
3,741
-1,062
715
$402K 0.02%
17,432
+6
716
$402K 0.02%
4,511
+241
717
$401K 0.02%
5,242
+633
718
$401K 0.02%
12,614
+3,583
719
$400K 0.02%
81,715
-19,800
720
$400K 0.02%
11,184
+123
721
$399K 0.02%
2,623
+1,065
722
$399K 0.02%
19,064
+700
723
$397K 0.02%
8,604
+5,646
724
$395K 0.02%
5,313
+333
725
$395K 0.02%
21,068
+1,357
27 28
29
30 31