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
3951
$0 ﹤0.01%
6
3952
– –
0
3953
$0 ﹤0.01%
9
3954
$0 ﹤0.01%
1
3955
$0 ﹤0.01%
262
3956
– –
-5,976
3957
– –
-7
3958
– –
-18,343
3959
– –
-190
3960
– –
-4,380
3961
– –
-3,557
3962
– –
-2,400
3963
– –
-140
3964
– –
-457
3965
– –
-33
3966
– –
-177
3967
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-100
3968
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-41
3969
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-185
3970
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-450
3971
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-120
3972
– –
-40,712
3973
– –
-47,393
3974
– –
-1,308
3975
– –
-6,600
157 158
159
160 161