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
4001
$0 ﹤0.01%
17
-101
4002
$0 ﹤0.01%
1,745
4003
$0 ﹤0.01%
3,163
-2,000
4004
– –
-639
4005
– –
-4,077
4006
– –
-15,868
4007
– –
-3,950
4008
– –
-3,578
4009
– –
-8,272
4010
– –
-65,777
4011
– –
-6,610
4012
$0 ﹤0.01%
+4
4013
$0 ﹤0.01%
19
-5
4014
$0 ﹤0.01%
+12
4015
$0 ﹤0.01%
900
4016
– –
-525
4017
$0 ﹤0.01%
+139
4018
$0 ﹤0.01%
+33
4019
$0 ﹤0.01%
3
4020
$0 ﹤0.01%
11
4021
$0 ﹤0.01%
1,000
4022
$0 ﹤0.01%
2,000
4023
$0 ﹤0.01%
4
4024
– –
-62
4025
$0 ﹤0.01%
+28
159 160
161
162 163