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
51
$7.96M 0.38%
158,489
+2,947
52
$7.79M 0.38%
158,407
+20,245
53
$7.76M 0.37%
151,032
+7,387
54
$7.7M 0.37%
84,152
-822
55
$7.56M 0.36%
56,077
+16,759
56
$7.46M 0.36%
130,013
+98,436
57
$7.36M 0.36%
201,482
+54,251
58
$7.35M 0.35%
202,570
+15,998
59
$7.26M 0.35%
182,128
-3,795
60
$6.97M 0.34%
81,878
+6,692
61
$6.85M 0.33%
182,760
+71,160
62
$6.8M 0.33%
43,694
+1,026
63
$6.68M 0.32%
77,228
+33,879
64
$6.55M 0.32%
165,240
+35,160
65
$6.47M 0.31%
103,264
+35,458
66
$6.42M 0.31%
40,459
+4,480
67
$6.21M 0.3%
173,496
+62,132
68
$6.21M 0.3%
128,315
+80,661
69
$6.12M 0.3%
144,049
+30,208
70
$6.11M 0.3%
110,941
+5,809
71
$5.82M 0.28%
49,635
+3,798
72
$5.72M 0.28%
64,698
+31,374
73
$5.66M 0.27%
111,650
+40,998
74
$5.66M 0.27%
137,285
+8,430
75
$5.58M 0.27%
48,185
+13,889
1 2
3
4 5