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
951
$245K 0.01%
3,001
+2,520
952
$244K 0.01%
7,225
-3,901
953
$243K 0.01%
23,392
-1,189
954
$243K 0.01%
20,977
955
$243K 0.01%
6,783
-403
956
$243K 0.01%
2,900
-900
957
$242K 0.01%
8,844
-8,841
958
$242K 0.01%
4,245
-74
959
$241K 0.01%
25,622
+8,250
960
$240K 0.01%
15,030
+3,564
961
$240K 0.01%
567
+14
962
$239K 0.01%
6,723
+619
963
$238K 0.01%
12,996
+8,700
964
$238K 0.01%
3,983
+227
965
$238K 0.01%
8,221
+3,028
966
$238K 0.01%
8,506
+1,852
967
$237K 0.01%
20,059
+2,740
968
$236K 0.01%
12,896
+1,034
969
$236K 0.01%
24,636
-2,736
970
$235K 0.01%
2,632
+122
971
$234K 0.01%
7,227
-97
972
$234K 0.01%
11,182
-3,685
973
$234K 0.01%
2,174
-27
974
$234K 0.01%
9,492
+4,729
975
$233K 0.01%
2,966
-22
37 38
39
40 41