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
1276
$131K 0.01%
5,220
-1,500
1277
$131K 0.01%
1,521
+202
1278
$131K 0.01%
4,527
+1,131
1279
$131K 0.01%
5,150
+1,520
1280
$131K 0.01%
5,594
-48
1281
$131K 0.01%
1,241
+221
1282
$131K 0.01%
8,145
-727
1283
$131K 0.01%
3,433
+1,146
1284
$131K 0.01%
6,983
1285
$130K 0.01%
3,027
-173
1286
$130K 0.01%
8,810
-5,144
1287
$130K 0.01%
5,065
-1,340
1288
$130K 0.01%
8,424
-9,182
1289
$130K 0.01%
5,240
+3,900
1290
$129K 0.01%
8,722
+2,887
1291
$129K 0.01%
1,851
-140
1292
$129K 0.01%
4,990
-1,350
1293
$129K 0.01%
+2,471
1294
$129K 0.01%
5,219
-72
1295
$129K 0.01%
24,000
1296
$129K 0.01%
759
-127
1297
$128K 0.01%
11,051
+82
1298
$128K 0.01%
2,000
1299
$128K 0.01%
939
1300
$127K 0.01%
7,258
50 51
52
53 54