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
776
$362K 0.02%
11,615
-5,210
777
$361K 0.02%
257
+53
778
$359K 0.02%
3,072
-3
779
$359K 0.02%
5,338
+569
780
$356K 0.02%
6,840
+1,283
781
$356K 0.02%
27,908
-10,032
782
$354K 0.02%
23,794
-2,563
783
$354K 0.02%
11,503
+2,896
784
$352K 0.02%
9,436
-298
785
$352K 0.02%
1,516
+12
786
$352K 0.02%
21,316
-895
787
$350K 0.02%
10,910
+362
788
$350K 0.02%
6,400
-514
789
$349K 0.02%
9,213
+102
790
$348K 0.02%
6,331
-1,140
791
$345K 0.02%
15,145
+1,526
792
$344K 0.02%
7,330
+1,719
793
$343K 0.02%
28,062
-860
794
$343K 0.02%
11,771
+6,179
795
$342K 0.02%
7,214
+3,722
796
$342K 0.02%
6,343
-13,867
797
$342K 0.02%
8,665
-2,269
798
$342K 0.02%
6,862
+1,995
799
$341K 0.02%
6,813
+3,429
800
$339K 0.02%
46,377
-215
30 31
32
33 34