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
1026
$211K 0.01%
2,057
-24
1027
$210K 0.01%
4,204
+3,264
1028
$210K 0.01%
14,599
+11,974
1029
$210K 0.01%
15,797
1030
$209K 0.01%
+10,206
1031
$209K 0.01%
6,047
-20,146
1032
$208K 0.01%
3,884
+9
1033
$208K 0.01%
7,207
-4,648
1034
$207K 0.01%
2,642
+2,142
1035
$207K 0.01%
11,501
+1,362
1036
$206K 0.01%
5,025
+1,011
1037
$205K 0.01%
3,056
+27
1038
$205K 0.01%
10,084
+1,845
1039
$204K 0.01%
14,433
+12,825
1040
$203K 0.01%
2,600
1041
$202K 0.01%
14,692
-2,778
1042
$202K 0.01%
4,176
-3,810
1043
$202K 0.01%
4,886
-1,894
1044
$202K 0.01%
3,162
+22
1045
$201K 0.01%
10,050
1046
$201K 0.01%
17,132
+11,660
1047
$201K 0.01%
7,231
+7,179
1048
$201K 0.01%
1,379
+12
1049
$201K 0.01%
1,345
-225
1050
$201K 0.01%
19,726
-10,953
40 41
42
43 44