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
3926
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-7,664
3927
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-55
3928
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-749
3929
$0 ﹤0.01%
32
3930
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-1,210
3931
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-300
3932
$0 ﹤0.01%
39
3933
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-2,233
3934
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-874
3935
$0 ﹤0.01%
+100
3936
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-3,003
3937
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-827
3938
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-20
3939
$0 ﹤0.01%
6
3940
$0 ﹤0.01%
117
+3
3941
$0 ﹤0.01%
10
3942
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3943
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3944
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-1,850
3945
$0 ﹤0.01%
4
3946
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-275
3947
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3948
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0
3949
$0 ﹤0.01%
12
3950
– –
-508
156 157
158
159 160