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
1051
$201K 0.01%
10,937
+16
1052
$200K 0.01%
11,045
-4,301
1053
$200K 0.01%
5,009
-3,589
1054
$199K 0.01%
2,253
+560
1055
$199K 0.01%
15,316
+608
1056
$199K 0.01%
28,480
-2,656
1057
$198K 0.01%
23,511
-3,767
1058
$198K 0.01%
4,439
+1,456
1059
$198K 0.01%
20,000
1060
$198K 0.01%
20,000
1061
$197K 0.01%
5,908
-145
1062
$196K 0.01%
6,150
+100
1063
$196K 0.01%
13,213
-1,245
1064
$196K 0.01%
15,797
-3,663
1065
$195K 0.01%
13,088
+11,220
1066
$195K 0.01%
23,399
+3,758
1067
$195K 0.01%
6,225
-3,343
1068
$195K 0.01%
+19,249
1069
$194K 0.01%
2,758
-572
1070
$193K 0.01%
6,155
-789
1071
$193K 0.01%
3,678
+2,190
1072
$193K 0.01%
2,760
+134
1073
$192K 0.01%
5,395
+3,496
1074
$192K 0.01%
4,354
-992
1075
$192K 0.01%
1,540
+1,144
41 42
43
44 45