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
1226
$142K 0.01%
5,559
+674
1227
$142K 0.01%
2,466
-352
1228
$142K 0.01%
+2,862
1229
$142K 0.01%
10,535
-814
1230
$141K 0.01%
23,312
+11,696
1231
$141K 0.01%
7,170
+3,163
1232
$141K 0.01%
4,032
+494
1233
$141K 0.01%
3,276
+24
1234
$141K 0.01%
2,581
-93
1235
$141K 0.01%
5,590
+433
1236
$140K 0.01%
1,176
-127
1237
$140K 0.01%
2,819
-805
1238
$140K 0.01%
3,233
+122
1239
$140K 0.01%
3,832
+2,474
1240
$140K 0.01%
2,200
+800
1241
$140K 0.01%
2,583
+1,497
1242
$140K 0.01%
3,781
+1,296
1243
$139K 0.01%
5,326
+555
1244
$139K 0.01%
2,946
-393
1245
$139K 0.01%
1,176
-40
1246
$139K 0.01%
3,420
-4,137
1247
$139K 0.01%
2,278
+932
1248
$139K 0.01%
2,498
+818
1249
$138K 0.01%
12,192
-3,711
1250
$138K 0.01%
20,835
-28,075
48 49
50
51 52