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
1301
$127K 0.01%
5,302
-7
1302
$127K 0.01%
6,124
+302
1303
$127K 0.01%
3,758
+1,650
1304
$126K 0.01%
743
+244
1305
$126K 0.01%
3,380
+3,371
1306
$125K 0.01%
1,477
+399
1307
$125K 0.01%
801
+32
1308
$125K 0.01%
5,704
+112
1309
$125K 0.01%
4,387
+168
1310
$125K 0.01%
19
1311
$125K 0.01%
10,236
-3,169
1312
$125K 0.01%
3,076
+2,434
1313
$124K 0.01%
2,478
+822
1314
$124K 0.01%
6,930
-334
1315
$123K 0.01%
4,205
-204
1316
$123K 0.01%
1,216
+136
1317
$123K 0.01%
18,535
+600
1318
$123K 0.01%
3,405
-5,095
1319
$123K 0.01%
1,675
-498
1320
$123K 0.01%
9,996
+747
1321
$122K 0.01%
1,082
-417
1322
$122K 0.01%
3,197
1323
$122K 0.01%
949
+169
1324
$122K 0.01%
5,128
-477
1325
$122K 0.01%
2,014
+1,053
51 52
53
54 55