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
176
$2.68M 0.13%
36,447
+10,093
177
$2.68M 0.13%
92,113
-1,672
178
$2.67M 0.13%
69,434
-62
179
$2.65M 0.13%
26,550
+4,422
180
$2.61M 0.13%
92,952
-5,071
181
$2.59M 0.13%
37,572
-49,802
182
$2.57M 0.12%
21,964
+1,611
183
$2.55M 0.12%
45,744
+1,465
184
$2.54M 0.12%
80,387
-12,579
185
$2.54M 0.12%
43,920
-212,268
186
$2.53M 0.12%
26,206
+4,963
187
$2.49M 0.12%
51,587
+6,278
188
$2.48M 0.12%
254,856
+83,856
189
$2.46M 0.12%
43,942
-31,421
190
$2.45M 0.12%
28,972
+3,134
191
$2.41M 0.12%
31,859
+811
192
$2.4M 0.12%
36,486
193
$2.38M 0.11%
154,820
+16,136
194
$2.38M 0.11%
37,721
+5,205
195
$2.37M 0.11%
113,035
+12,428
196
$2.37M 0.11%
58,673
-9,529
197
$2.35M 0.11%
43,308
+10,065
198
$2.34M 0.11%
19,518
+8,554
199
$2.34M 0.11%
33,938
+4,974
200
$2.34M 0.11%
32,942
+1,837
6 7
8
9 10