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
1076
$192K 0.01%
5,004
+1,314
1077
$192K 0.01%
5,561
+4,889
1078
$191K 0.01%
19,741
-17,199
1079
$191K 0.01%
7,216
+2,609
1080
$191K 0.01%
3,071
+194
1081
$191K 0.01%
1,666
+405
1082
$191K 0.01%
14,994
+1,918
1083
$190K 0.01%
7,972
-80
1084
$190K 0.01%
2,283
-186
1085
$189K 0.01%
4,886
+2,750
1086
$189K 0.01%
3,763
+51
1087
$187K 0.01%
6,555
-1,510
1088
$187K 0.01%
17,114
+2,714
1089
$186K 0.01%
3,779
+1,401
1090
$186K 0.01%
4,170
-2,513
1091
$186K 0.01%
27,401
+8,800
1092
$185K 0.01%
40,500
-1,000
1093
$185K 0.01%
9,310
+200
1094
$185K 0.01%
14,700
-3,250
1095
$184K 0.01%
6,475
+92
1096
$184K 0.01%
2,610
+81
1097
$184K 0.01%
6,650
+4,050
1098
$183K 0.01%
4,295
+1,684
1099
$183K 0.01%
6,634
+5,061
1100
$183K 0.01%
3,187
+812
42 43
44
45 46