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
1251
$138K 0.01%
7,372
-128
1252
$138K 0.01%
5,454
+1,747
1253
$138K 0.01%
6,050
-382
1254
$137K 0.01%
4,217
-3,356
1255
$137K 0.01%
3,155
+2,656
1256
$136K 0.01%
1,599
+272
1257
$136K 0.01%
3,559
+3,404
1258
$136K 0.01%
+5,397
1259
$135K 0.01%
2,186
+5
1260
$135K 0.01%
927
-943
1261
$134K 0.01%
758
-40
1262
$134K 0.01%
5,420
-5,100
1263
$134K 0.01%
2,542
-132
1264
$134K 0.01%
5,302
+256
1265
$134K 0.01%
15,254
+14,560
1266
$133K 0.01%
2,424
-2,656
1267
$132K 0.01%
+4,026
1268
$132K 0.01%
13,699
-411
1269
$132K 0.01%
3,506
+3,105
1270
$132K 0.01%
1,695
-511
1271
$132K 0.01%
1,323
+1,246
1272
$132K 0.01%
24,727
+39
1273
$132K 0.01%
8,217
1274
$132K 0.01%
15,682
+2,642
1275
$132K 0.01%
9,985
+8,800
49 50
51
52 53