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
1201
$149K 0.01%
3,547
+39
1202
$149K 0.01%
40,517
+200
1203
$148K 0.01%
5,241
+1,837
1204
$148K 0.01%
11,285
-881
1205
$148K 0.01%
2,340
+437
1206
$148K 0.01%
3,039
-333
1207
$148K 0.01%
893
+152
1208
$147K 0.01%
12,928
+243
1209
$147K 0.01%
1,251
+69
1210
$147K 0.01%
3,385
+1,170
1211
$147K 0.01%
1,515
+754
1212
$147K 0.01%
4,262
+827
1213
$146K 0.01%
2,417
+1,134
1214
$146K 0.01%
5,825
+5,200
1215
$146K 0.01%
3,078
-4,046
1216
$146K 0.01%
3,729
-638
1217
$145K 0.01%
2,973
+534
1218
$145K 0.01%
8,739
-250
1219
$144K 0.01%
2,568
+20
1220
$144K 0.01%
6,405
+2,100
1221
$144K 0.01%
2,431
+955
1222
$143K 0.01%
12,680
+4,481
1223
$142K 0.01%
1,308
+19
1224
$142K 0.01%
9,193
+2,384
1225
$142K 0.01%
2,113
+33
47 48
49
50 51