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
1101
$182K 0.01%
4,223
+515
1102
$182K 0.01%
4,840
+2,949
1103
$182K 0.01%
14,856
+8
1104
$181K 0.01%
3,218
-250
1105
$181K 0.01%
14,397
-2,947
1106
$181K 0.01%
1,368
+238
1107
$181K 0.01%
8,073
-1,443
1108
$181K 0.01%
4,075
-4,100
1109
$180K 0.01%
2,325
+1,476
1110
$179K 0.01%
19,546
-309
1111
$178K 0.01%
7,262
-5,447
1112
$178K 0.01%
1,779
+151
1113
$177K 0.01%
9,594
-1,203
1114
$176K 0.01%
6,109
-2,688
1115
$176K 0.01%
10,121
+2,351
1116
$175K 0.01%
7,587
+5,500
1117
$175K 0.01%
24,388
-16,521
1118
$174K 0.01%
14,250
-350
1119
$174K 0.01%
2,455
+220
1120
$174K 0.01%
5,660
-1,598
1121
$174K 0.01%
1,891
+215
1122
$173K 0.01%
8,011
-8,596
1123
$173K 0.01%
3,245
-152
1124
$173K 0.01%
9,515
+425
1125
$173K 0.01%
115
-1,734
43 44
45
46 47