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
4101
$0 ﹤0.01%
+4
4102
$0 ﹤0.01%
20
4103
– –
-286
4104
– –
-2
4105
– –
-185
4106
– –
-200
4107
– –
-151
4108
$0 ﹤0.01%
33
4109
$0 ﹤0.01%
288
4110
$0 ﹤0.01%
4
-1
4111
– –
-384
4112
$0 ﹤0.01%
16
4113
– –
-280
4114
$0 ﹤0.01%
2
-600
4115
$0 ﹤0.01%
2
4116
$0 ﹤0.01%
66
4117
$0 ﹤0.01%
11
4118
– –
0
4119
$0 ﹤0.01%
13
4120
– –
0
4121
$0 ﹤0.01%
35
4122
– –
-400
4123
$0 ﹤0.01%
9
4124
– –
0
4125
$0 ﹤0.01%
37
163 164
165
166 167