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
1376
$113K 0.01%
3,792
+3,598
1377
$113K 0.01%
2,295
+1,265
1378
$113K 0.01%
6,752
+236
1379
$113K 0.01%
1,572
+55
1380
$113K 0.01%
5,216
-636
1381
$113K 0.01%
3,729
+235
1382
$112K 0.01%
1,536
+466
1383
$112K 0.01%
5,670
1384
$112K 0.01%
4,330
1385
$112K 0.01%
10,400
1386
$112K 0.01%
6,752
+245
1387
$112K 0.01%
3,276
-483
1388
$112K 0.01%
1,605
+500
1389
$112K 0.01%
21,875
-417
1390
$111K 0.01%
1,893
1391
$111K 0.01%
2,456
-250
1392
$111K 0.01%
3,642
+581
1393
$111K 0.01%
302
-58
1394
$110K 0.01%
4,720
+1,494
1395
$109K 0.01%
1,467
-1,034
1396
$109K 0.01%
3,477
+633
1397
$108K 0.01%
501
+1
1398
$108K 0.01%
1,247
+884
1399
$107K 0.01%
1,984
+1,260
1400
$107K 0.01%
3,942
-418
54 55
56
57 58