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
126
$3.81M 0.18%
68,489
-1,003
127
$3.77M 0.18%
97,660
+18,220
128
$3.76M 0.18%
31,103
+3,437
129
$3.71M 0.18%
167,394
+107,040
130
$3.64M 0.18%
77,383
+27,703
131
$3.62M 0.17%
35,086
+1,858
132
$3.62M 0.17%
41,452
+1,813
133
$3.62M 0.17%
103,335
+43,260
134
$3.54M 0.17%
72,868
-46,437
135
$3.5M 0.17%
89,315
+23,853
136
$3.49M 0.17%
168,641
+3,649
137
$3.47M 0.17%
68,288
+3,092
138
$3.46M 0.17%
51,117
+437
139
$3.43M 0.17%
27,038
+12,392
140
$3.37M 0.16%
30,834
-11,764
141
$3.36M 0.16%
124,361
+42,917
142
$3.34M 0.16%
40,585
+5,273
143
$3.33M 0.16%
31,775
+4,258
144
$3.31M 0.16%
70,165
+63,159
145
$3.31M 0.16%
68,101
+22,773
146
$3.26M 0.16%
94,314
+6,056
147
$3.25M 0.16%
16,435
+7,948
148
$3.24M 0.16%
27,172
-16,486
149
$3.19M 0.15%
41,643
+2,035
150
$3.14M 0.15%
29,023
-88
4 5
6
7 8