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
3976
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0
3977
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-125
3978
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-5,657
3979
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3980
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3981
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3982
$0 ﹤0.01%
9
3983
$0 ﹤0.01%
2
3984
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3985
$0 ﹤0.01%
30
3986
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3987
$0 ﹤0.01%
49
3988
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-720
3989
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-833
3990
$0 ﹤0.01%
10
-2
3991
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5
3992
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0
3993
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+1
3994
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3995
$0 ﹤0.01%
10
3996
– –
-1,625
3997
$0 ﹤0.01%
14
3998
$0 ﹤0.01%
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3999
$0 ﹤0.01%
110
4000
$0 ﹤0.01%
41
158 159
160
161 162