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
976
$233K 0.01%
5,046
+3,633
977
$232K 0.01%
6,182
+5,598
978
$232K 0.01%
2,529
+1,548
979
$232K 0.01%
7,613
-3,351
980
$231K 0.01%
26,099
-3,245
981
$231K 0.01%
8,424
+6,322
982
$230K 0.01%
3,737
983
$228K 0.01%
10,386
+2,276
984
$227K 0.01%
3,161
+178
985
$227K 0.01%
4,011
+96
986
$227K 0.01%
12,132
+7,676
987
$227K 0.01%
8,987
+45
988
$226K 0.01%
3,844
+1,482
989
$225K 0.01%
4,811
-314
990
$225K 0.01%
9,741
+6,007
991
$224K 0.01%
949
-261
992
$224K 0.01%
8,328
+380
993
$224K 0.01%
35,366
-1,565
994
$223K 0.01%
15,257
-2,334
995
$223K 0.01%
6,172
+59
996
$223K 0.01%
10,845
-109
997
$221K 0.01%
5,792
+1,012
998
$220K 0.01%
5,402
+162
999
$220K 0.01%
2,894
+398
1000
$220K 0.01%
3,860
+1,785
38 39
40
41 42