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
751
$378K 0.02%
49,820
+477
752
$377K 0.02%
4,341
+1,061
753
$376K 0.02%
3,558
+1,063
754
$375K 0.02%
10,473
-789
755
$374K 0.02%
+15,923
756
$374K 0.02%
14,132
+3,378
757
$373K 0.02%
7,180
+57
758
$373K 0.02%
11,836
+5
759
$373K 0.02%
40,729
+1,640
760
$372K 0.02%
2,096
+203
761
$369K 0.02%
11,736
+4,125
762
$368K 0.02%
4,766
+1,624
763
$367K 0.02%
13,911
+8,951
764
$367K 0.02%
2,757
+278
765
$367K 0.02%
550
+111
766
$366K 0.02%
2,241
-145
767
$366K 0.02%
10,841
+1,242
768
$366K 0.02%
4,274
+1,505
769
$366K 0.02%
13,065
+1,126
770
$365K 0.02%
10,913
+461
771
$364K 0.02%
6,067
+75
772
$364K 0.02%
3,601
-232
773
$362K 0.02%
13,620
-1,590
774
$362K 0.02%
3,016
-228
775
$362K 0.02%
35,922
-4,733
29 30
31
32 33