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
1326
$121K 0.01%
1,000
1327
$121K 0.01%
2,801
-425
1328
$121K 0.01%
5,397
+3,747
1329
$121K 0.01%
3,769
-3,877
1330
$120K 0.01%
11,452
+318
1331
$120K 0.01%
2,264
-90
1332
$120K 0.01%
2,504
+893
1333
$120K 0.01%
2,052
+407
1334
$120K 0.01%
1,459
-8
1335
$120K 0.01%
3,897
+2,309
1336
$120K 0.01%
6,462
-15,000
1337
$120K 0.01%
516
+61
1338
$119K 0.01%
3,225
+146
1339
$119K 0.01%
4,458
-16
1340
$119K 0.01%
22,380
-148
1341
$119K 0.01%
2,629
-410
1342
$119K 0.01%
6,265
1343
$119K 0.01%
1,929
-198
1344
$118K 0.01%
6,058
+1
1345
$118K 0.01%
7,772
-984
1346
$118K 0.01%
3,919
+949
1347
$118K 0.01%
1,713
+51
1348
$117K 0.01%
3,708
+28
1349
$117K 0.01%
2,878
+12
1350
$117K 0.01%
129
-7
52 53
54
55 56