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
901
$270K 0.01%
4,826
-944
902
$270K 0.01%
18,207
-5,142
903
$269K 0.01%
5,908
-26
904
$269K 0.01%
7,777
+1,395
905
$267K 0.01%
14,179
906
$267K 0.01%
8,534
+682
907
$265K 0.01%
4,053
+1,595
908
$264K 0.01%
2,292
+296
909
$264K 0.01%
14,564
+14,489
910
$264K 0.01%
5,616
-800
911
$263K 0.01%
42,885
-3,565
912
$263K 0.01%
24,240
+18,340
913
$263K 0.01%
6,911
-1,485
914
$262K 0.01%
5,131
+5,038
915
$262K 0.01%
2,929
-1,061
916
$262K 0.01%
12,832
917
$261K 0.01%
5,284
+3,392
918
$261K 0.01%
1,587
-82
919
$260K 0.01%
7,383
-17,611
920
$260K 0.01%
5,696
+1,269
921
$260K 0.01%
2,782
-438
922
$260K 0.01%
2,329
-355
923
$259K 0.01%
17,630
924
$259K 0.01%
13,391
-159
925
$259K 0.01%
23,122
+9,320
35 36
37
38 39