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
76
$5.57M 0.27%
161,368
+10,550
77
$5.37M 0.26%
64,578
+15,574
78
$5.3M 0.26%
57,150
+12,847
79
$5.29M 0.26%
63,980
-5,055
80
$5.29M 0.26%
79,030
+1,199
81
$5.27M 0.25%
48,195
+14,200
82
$5.26M 0.25%
174,076
-2,300
83
$5.24M 0.25%
225,273
+116,307
84
$5.22M 0.25%
66,890
+36,496
85
$5.15M 0.25%
88,111
+11,535
86
$5.15M 0.25%
34,465
+5,161
87
$5.13M 0.25%
231,636
-60,057
88
$5.12M 0.25%
91,077
+9,168
89
$5.11M 0.25%
91,958
-5,177
90
$5.02M 0.24%
47,248
-3,568
91
$4.98M 0.24%
216,294
+29,241
92
$4.84M 0.23%
30,248
+7,393
93
$4.72M 0.23%
35,858
+10,901
94
$4.69M 0.23%
46,301
+23,402
95
$4.69M 0.23%
78,843
+11,506
96
$4.63M 0.22%
54,091
+22,875
97
$4.58M 0.22%
41,276
+15,666
98
$4.57M 0.22%
153,156
+4,532
99
$4.54M 0.22%
41,422
-13,677
100
$4.54M 0.22%
57,174
+23,460
2 3
4
5 6