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
3776
$1K ﹤0.01%
+19
3777
$1K ﹤0.01%
100
3778
$1K ﹤0.01%
333
3779
$1K ﹤0.01%
10
-250
3780
$1K ﹤0.01%
+55
3781
$1K ﹤0.01%
104
3782
$1K ﹤0.01%
175
-256
3783
$1K ﹤0.01%
20
3784
$1K ﹤0.01%
30
-200
3785
$1K ﹤0.01%
16
3786
$1K ﹤0.01%
21
3787
$1K ﹤0.01%
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3788
$1K ﹤0.01%
1,200
3789
$1K ﹤0.01%
12
-35
3790
$1K ﹤0.01%
130
-90
3791
$1K ﹤0.01%
31
3792
$1K ﹤0.01%
6
3793
$1K ﹤0.01%
+23
3794
$1K ﹤0.01%
+143
3795
$1K ﹤0.01%
18
-255
3796
$1K ﹤0.01%
16
-5
3797
$1K ﹤0.01%
32
3798
$1K ﹤0.01%
23
3799
$1K ﹤0.01%
156
3800
$1K ﹤0.01%
+99
150 151
152
153 154