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
201
$2.33M 0.11%
49,900
-29,540
202
$2.3M 0.11%
41,505
+5,550
203
$2.29M 0.11%
28,807
+2,104
204
$2.28M 0.11%
36,967
-6,346
205
$2.28M 0.11%
107,740
+14,600
206
$2.26M 0.11%
58,778
-2,935
207
$2.25M 0.11%
38,899
+1,572
208
$2.22M 0.11%
15,727
+4,080
209
$2.21M 0.11%
30,090
-1,125
210
$2.19M 0.11%
37,402
+312
211
$2.16M 0.1%
25,736
+1,689
212
$2.12M 0.1%
26,058
+16,740
213
$2.11M 0.1%
29,611
+5,494
214
$2.1M 0.1%
234,261
-30,975
215
$2.09M 0.1%
89,348
-22,318
216
$2.09M 0.1%
22,245
+3,288
217
$2.08M 0.1%
29,084
-1,022
218
$2.08M 0.1%
167,850
-78,780
219
$2.06M 0.1%
121,250
-5,745
220
$2.05M 0.1%
68,108
+24,052
221
$2.04M 0.1%
29,854
+3,407
222
$2.04M 0.1%
9,694
-903
223
$2.03M 0.1%
23,128
-3,370
224
$2.02M 0.1%
137,214
+21,769
225
$2.01M 0.1%
73,107
-2,614
7 8
9
10 11