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
3451
$3K ﹤0.01%
46
+5
3452
$3K ﹤0.01%
100
3453
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258
3454
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78
3455
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192
-38
3456
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3457
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191
3458
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69
3459
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24
3460
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200
3461
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26
3462
$3K ﹤0.01%
113
-104
3463
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300
3464
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573
3465
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256
+251
3466
$3K ﹤0.01%
+660
3467
$3K ﹤0.01%
+97
3468
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98
3469
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980
-4,100
3470
$3K ﹤0.01%
6
3471
$3K ﹤0.01%
67
3472
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95
3473
$3K ﹤0.01%
273
3474
$3K ﹤0.01%
+375
3475
$3K ﹤0.01%
8
137 138
139
140 141