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
1001
$219K 0.01%
6,694
+628
1002
$219K 0.01%
+8,178
1003
$219K 0.01%
2,980
1004
$218K 0.01%
20,165
+17,560
1005
$218K 0.01%
6,010
-1,767
1006
$217K 0.01%
938
+73
1007
$217K 0.01%
10,581
-9,554
1008
$217K 0.01%
1,530
-24
1009
$217K 0.01%
8,170
-564
1010
$217K 0.01%
17,179
-1,090
1011
$217K 0.01%
1,977
+586
1012
$216K 0.01%
9,000
-9,000
1013
$215K 0.01%
28,500
-4,400
1014
$215K 0.01%
3,342
+52
1015
$215K 0.01%
8,410
+110
1016
$214K 0.01%
1,906
+2
1017
$214K 0.01%
10,064
+7,414
1018
$214K 0.01%
9,555
+5,201
1019
$214K 0.01%
4,087
-457
1020
$212K 0.01%
16,891
-65
1021
$212K 0.01%
7,273
-6,030
1022
$212K 0.01%
4,641
+1,641
1023
$212K 0.01%
12,852
+6,500
1024
$212K 0.01%
15,467
-7,614
1025
$211K 0.01%
18,697
-10,176
39 40
41
42 43