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
1151
$165K 0.01%
11,618
-6,166
1152
$164K 0.01%
7,582
-2,344
1153
$164K 0.01%
+4,740
1154
$164K 0.01%
5,731
-1,602
1155
$164K 0.01%
179
+64
1156
$163K 0.01%
9,303
+1,742
1157
$163K 0.01%
2,173
-228
1158
$163K 0.01%
4,316
+24
1159
$163K 0.01%
2,092
-9
1160
$163K 0.01%
6,800
1161
$163K 0.01%
6,469
-3,711
1162
$163K 0.01%
2,000
+26
1163
$162K 0.01%
6,644
-629
1164
$162K 0.01%
22,845
+177
1165
$162K 0.01%
8,952
-865
1166
$162K 0.01%
9,823
+7,513
1167
$161K 0.01%
4,045
-22
1168
$161K 0.01%
5,556
+100
1169
$160K 0.01%
15,201
-1,207
1170
$160K 0.01%
5,049
+875
1171
$160K 0.01%
1,594
-96
1172
$159K 0.01%
2,025
+1,177
1173
$158K 0.01%
1,926
+643
1174
$158K 0.01%
3,869
1175
$158K 0.01%
705
+488
45 46
47
48 49