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
1176
$157K 0.01%
18,080
-7,011
1177
$157K 0.01%
1,758
+1,652
1178
$157K 0.01%
6,368
+3,151
1179
$157K 0.01%
+10,142
1180
$156K 0.01%
2,812
+875
1181
$156K 0.01%
2,340
1182
$156K 0.01%
1,936
+25
1183
$156K 0.01%
6,308
1184
$155K 0.01%
18,686
-1,170
1185
$155K 0.01%
10,715
+950
1186
$155K 0.01%
3,469
+115
1187
$155K 0.01%
5,415
+573
1188
$155K 0.01%
3,223
+2,941
1189
$155K 0.01%
12,090
+169
1190
$155K 0.01%
4,871
+311
1191
$154K 0.01%
6,307
+5,495
1192
$153K 0.01%
6,216
-303
1193
$153K 0.01%
7,030
+54
1194
$152K 0.01%
1,577
+252
1195
$151K 0.01%
4,204
+1,859
1196
$151K 0.01%
1,504
+361
1197
$150K 0.01%
2,067
+506
1198
$150K 0.01%
6,264
+785
1199
$150K 0.01%
7,875
+278
1200
$149K 0.01%
991
-511
46 47
48
49 50