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
826
$319K 0.02%
21,629
+3,090
827
$319K 0.02%
9,528
+9,491
828
$319K 0.02%
4,494
+468
829
$317K 0.02%
15,517
-9,056
830
$317K 0.02%
6,021
+5,055
831
$313K 0.02%
6,318
-2,086
832
$313K 0.02%
9,531
+5,391
833
$312K 0.02%
+9,970
834
$311K 0.02%
5,942
-2,294
835
$309K 0.01%
17,877
+15,429
836
$308K 0.01%
+8,628
837
$307K 0.01%
14,671
+41
838
$307K 0.01%
2,998
-478
839
$307K 0.01%
12,097
+9,589
840
$306K 0.01%
31,071
-2,315
841
$306K 0.01%
21,413
+784
842
$305K 0.01%
9,234
+1,047
843
$304K 0.01%
27,777
+3,311
844
$304K 0.01%
7,865
+146
845
$303K 0.01%
17,300
846
$302K 0.01%
29,421
-100
847
$302K 0.01%
25,080
-400
848
$301K 0.01%
14,869
+14,769
849
$301K 0.01%
10,646
-56,213
850
$300K 0.01%
10,109
-27
32 33
34
35 36