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
876
$287K 0.01%
12,035
+2,330
877
$286K 0.01%
18,811
-15,347
878
$286K 0.01%
5,388
+1,099
879
$285K 0.01%
2,139
+534
880
$285K 0.01%
11,767
+709
881
$284K 0.01%
8,799
+2,091
882
$283K 0.01%
8,144
-5,736
883
$283K 0.01%
15,872
-1,294
884
$281K 0.01%
6,676
+1,397
885
$281K 0.01%
7,140
+2,004
886
$280K 0.01%
2,867
887
$279K 0.01%
9,279
+2,816
888
$279K 0.01%
7,446
-1,496
889
$278K 0.01%
13,653
-300
890
$278K 0.01%
6,136
+237
891
$278K 0.01%
6,801
+2,543
892
$278K 0.01%
21,832
+2,974
893
$277K 0.01%
6,003
-1,280
894
$277K 0.01%
3,693
+1,697
895
$276K 0.01%
3,106
+1,286
896
$275K 0.01%
16,990
+8,030
897
$274K 0.01%
10,205
+659
898
$274K 0.01%
19,656
-179
899
$273K 0.01%
6,417
-138
900
$271K 0.01%
13,524
+780
34 35
36
37 38