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
101
$4.47M 0.22%
61,558
+20,612
102
$4.44M 0.21%
17,517
+7,517
103
$4.42M 0.21%
157,585
+14,523
104
$4.39M 0.21%
43,308
+19,580
105
$4.31M 0.21%
38,120
+5,952
106
$4.31M 0.21%
159,401
+22,609
107
$4.3M 0.21%
33,309
+8,769
108
$4.25M 0.21%
49,082
+18,398
109
$4.13M 0.2%
340,884
+28,729
110
$4.09M 0.2%
215,804
+45,984
111
$4.09M 0.2%
25,564
+5,303
112
$4.09M 0.2%
62,670
+6,648
113
$4.04M 0.2%
77,014
-22,694
114
$4.01M 0.19%
97,683
+14,213
115
$4.01M 0.19%
34,998
-1,360
116
$4M 0.19%
38,547
+16,568
117
$4M 0.19%
79,674
+1,670
118
$3.94M 0.19%
16,932
+10,070
119
$3.94M 0.19%
64,279
-2,515
120
$3.9M 0.19%
128,184
+52,036
121
$3.9M 0.19%
281,436
+36,442
122
$3.89M 0.19%
375,681
+78,562
123
$3.85M 0.19%
70,099
-1,302
124
$3.84M 0.19%
61,407
-4,035
125
$3.84M 0.19%
33,612
+448
3 4
5
6 7