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
726
$394K 0.02%
25,385
+51
727
$394K 0.02%
1,923
+1,178
728
$393K 0.02%
29,141
+23,084
729
$390K 0.02%
8,260
+1,780
730
$390K 0.02%
14,075
+4,274
731
$389K 0.02%
4,698
-69
732
$389K 0.02%
14,234
+6,426
733
$388K 0.02%
5,597
+522
734
$387K 0.02%
3,491
+743
735
$387K 0.02%
21,558
-1,536
736
$387K 0.02%
9,402
-17,603
737
$386K 0.02%
11,083
+1,634
738
$385K 0.02%
16,018
+4,109
739
$385K 0.02%
7,602
+398
740
$384K 0.02%
24,532
-718
741
$384K 0.02%
27,068
+2,618
742
$382K 0.02%
4,441
+2,516
743
$382K 0.02%
5,293
-137
744
$381K 0.02%
26,821
-44,907
745
$381K 0.02%
3,454
-671
746
$381K 0.02%
3,509
+3,499
747
$380K 0.02%
4,735
+1
748
$379K 0.02%
5,120
-24
749
$379K 0.02%
11,518
+9,514
750
$378K 0.02%
7,973
+6,656
28 29
30
31 32