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
151
$3.12M 0.15%
12,490
+3,460
152
$3.11M 0.15%
23,379
+1,454
153
$3.1M 0.15%
66,252
+11,270
154
$3.09M 0.15%
67,685
+3,957
155
$3.09M 0.15%
75,716
+2,654
156
$3.06M 0.15%
35,447
+2,298
157
$3.02M 0.15%
62,314
+5,759
158
$2.99M 0.14%
48,040
+23,284
159
$2.98M 0.14%
27,060
+2,664
160
$2.92M 0.14%
118,743
+26,854
161
$2.92M 0.14%
65,851
+6,890
162
$2.92M 0.14%
64,028
+13,288
163
$2.91M 0.14%
19,897
+2,789
164
$2.89M 0.14%
149,611
-700
165
$2.84M 0.14%
58,812
+16,178
166
$2.82M 0.14%
67,105
+8,644
167
$2.81M 0.14%
57,453
+12,511
168
$2.81M 0.14%
38,226
-13,859
169
$2.78M 0.13%
66,936
+36,058
170
$2.77M 0.13%
53,667
-1,090
171
$2.77M 0.13%
34,721
+1,763
172
$2.74M 0.13%
129,150
+13,964
173
$2.73M 0.13%
23,330
+11,039
174
$2.69M 0.13%
11
-28
175
$2.69M 0.13%
224,163
+3,327
5 6
7
8 9