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
1126
$172K 0.01%
6,434
+2,366
1127
$172K 0.01%
4,186
-422
1128
$171K 0.01%
12,376
+12,046
1129
$171K 0.01%
15,801
+1,053
1130
$171K 0.01%
10,914
+4,535
1131
$170K 0.01%
2,869
-151
1132
$170K 0.01%
24,625
+135
1133
$169K 0.01%
2,821
+116
1134
$169K 0.01%
3,445
-12,066
1135
$169K 0.01%
2,324
-868
1136
$169K 0.01%
3,100
+2,100
1137
$168K 0.01%
+2,859
1138
$168K 0.01%
11,662
+1,911
1139
$168K 0.01%
3,486
+42
1140
$168K 0.01%
10,698
+1,960
1141
$168K 0.01%
2,315
-440
1142
$168K 0.01%
3,284
-11
1143
$167K 0.01%
+3,337
1144
$167K 0.01%
16,540
-1,732
1145
$166K 0.01%
4,194
+2,146
1146
$166K 0.01%
8,768
-392
1147
$166K 0.01%
11,775
1148
$165K 0.01%
10,902
+102
1149
$165K 0.01%
1,613
+284
1150
$165K 0.01%
9,703
+372
44 45
46
47 48