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
1351
$117K 0.01%
5,093
-3
1352
$117K 0.01%
189,240
1353
$117K 0.01%
9,090
+4,234
1354
$116K 0.01%
5,162
+16
1355
$116K 0.01%
2,049
-615
1356
$116K 0.01%
3,554
+600
1357
$116K 0.01%
5,187
-828
1358
$116K 0.01%
16,463
-13,200
1359
$116K 0.01%
35,980
-9,750
1360
$116K 0.01%
3,584
-499
1361
$116K 0.01%
3,645
+2,428
1362
$115K 0.01%
1,556
-114
1363
$115K 0.01%
5,426
+4,960
1364
$115K 0.01%
7,400
-2,500
1365
$115K 0.01%
8,484
1366
$115K 0.01%
5,526
+594
1367
$115K 0.01%
4,018
1368
$115K 0.01%
2,051
+188
1369
$115K 0.01%
3,839
-1,862
1370
$114K 0.01%
2,548
-30
1371
$114K 0.01%
2,805
+2,104
1372
$114K 0.01%
3,596
-190
1373
$114K 0.01%
3,190
+2,770
1374
$113K 0.01%
5,945
+227
1375
$113K 0.01%
2,677
+903
53 54
55
56 57