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
4076
– –
0
4077
$0 ﹤0.01%
5
4078
$0 ﹤0.01%
53
+25
4079
– –
0
4080
$0 ﹤0.01%
12
4081
– –
-22
4082
$0 ﹤0.01%
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4083
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4084
$0 ﹤0.01%
1
4085
$0 ﹤0.01%
2
4086
$0 ﹤0.01%
5
4087
– –
-31
4088
$0 ﹤0.01%
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4089
$0 ﹤0.01%
1
4090
$0 ﹤0.01%
17
4091
– –
-91
4092
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0
4093
– –
-864
4094
– –
-1,000
4095
$0 ﹤0.01%
6
4096
– –
-5
4097
$0 ﹤0.01%
4
4098
– –
-145
4099
– –
-1,938
4100
– –
-2,365
162 163
164
165 166