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
801
$339K 0.02%
8,073
-1,957
802
$338K 0.02%
18,599
+2,761
803
$337K 0.02%
16,350
+7,500
804
$337K 0.02%
8,529
+230
805
$336K 0.02%
13,222
+344
806
$334K 0.02%
423
+48
807
$333K 0.02%
2,985
-115
808
$333K 0.02%
3,223
+1,119
809
$329K 0.02%
25,355
+10,582
810
$329K 0.02%
4,311
811
$329K 0.02%
10,780
+10,150
812
$327K 0.02%
10,607
+397
813
$327K 0.02%
4,840
+126
814
$326K 0.02%
6,047
-562
815
$326K 0.02%
2,652
+1,461
816
$325K 0.02%
13,400
-1,677
817
$325K 0.02%
5,986
-113
818
$324K 0.02%
1,441
-468
819
$323K 0.02%
+12,374
820
$322K 0.02%
5,702
-36
821
$322K 0.02%
10,995
+775
822
$322K 0.02%
84,742
-33,705
823
$321K 0.02%
15,941
-2,535
824
$321K 0.02%
6,913
-22
825
$319K 0.02%
10,117
+1,151
31 32
33
34 35