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
851
$300K 0.01%
9,223
+1,673
852
$300K 0.01%
+27,000
853
$300K 0.01%
2,612
+280
854
$299K 0.01%
5,894
+152
855
$299K 0.01%
3,405
+153
856
$298K 0.01%
16,960
-1,052
857
$298K 0.01%
5,712
+1,548
858
$298K 0.01%
13,232
+1,540
859
$297K 0.01%
13,237
+3,562
860
$296K 0.01%
21,776
-250
861
$296K 0.01%
6,334
-688
862
$296K 0.01%
3,487
+842
863
$296K 0.01%
1,628
+503
864
$295K 0.01%
5,481
-46
865
$294K 0.01%
5,767
-2,019
866
$292K 0.01%
4,600
+974
867
$292K 0.01%
14,419
-1,132
868
$292K 0.01%
11,926
-3,142
869
$291K 0.01%
4,040
-289
870
$291K 0.01%
14,862
+8,972
871
$291K 0.01%
16,460
-3,390
872
$290K 0.01%
2,019
+353
873
$288K 0.01%
17,521
+16,370
874
$288K 0.01%
20,298
+110
875
$287K 0.01%
9,025
-604
33 34
35
36 37