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
926
$258K 0.01%
17,560
+14,663
927
$258K 0.01%
5,294
-522
928
$258K 0.01%
11,160
+806
929
$257K 0.01%
4,380
-1,891
930
$257K 0.01%
1,502
-62
931
$257K 0.01%
21,613
-7,702
932
$256K 0.01%
26,961
-2,836
933
$255K 0.01%
3,254
+267
934
$254K 0.01%
4,694
-431
935
$254K 0.01%
14,900
-92
936
$254K 0.01%
6,670
+1,260
937
$253K 0.01%
5,923
-273
938
$252K 0.01%
+8,990
939
$251K 0.01%
5,263
-678
940
$250K 0.01%
3,774
+1,020
941
$250K 0.01%
9,143
-2,130
942
$250K 0.01%
4,682
+44
943
$249K 0.01%
6,270
+36
944
$249K 0.01%
1,594
+845
945
$249K 0.01%
6,984
-148
946
$249K 0.01%
9,990
-3,770
947
$248K 0.01%
9,042
+2,120
948
$246K 0.01%
16,897
949
$246K 0.01%
5,417
-929
950
$246K 0.01%
6,043
+1,746
36 37
38
39 40