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
3801
$1K ﹤0.01%
35
3802
$1K ﹤0.01%
+7
3803
– –
0
3804
$1K ﹤0.01%
86
-72
3805
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100
3806
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80
3807
$1K ﹤0.01%
600
-400
3808
$1K ﹤0.01%
20
3809
$1K ﹤0.01%
100
3810
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63
-712
3811
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61
3812
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3813
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+30
3814
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1
3815
$1K ﹤0.01%
100
3816
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7
3817
$1K ﹤0.01%
49
-119
3818
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3819
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3820
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32
-200
3821
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3822
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55
3823
$1K ﹤0.01%
900
3824
$1K ﹤0.01%
30
-24
3825
$1K ﹤0.01%
30
151 152
153
154 155