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
4151
– –
-1,000
4152
– –
-11
4153
$0 ﹤0.01%
17
4154
$0 ﹤0.01%
10
4155
$0 ﹤0.01%
8
4156
– –
-72
4157
$0 ﹤0.01%
18
4158
$0 ﹤0.01%
21
4159
– –
-500
4160
– –
-20
4161
$0 ﹤0.01%
13
4162
$0 ﹤0.01%
1
4163
– –
0
4164
$0 ﹤0.01%
11
4165
– –
-34
4166
$0 ﹤0.01%
+13
4167
– –
-76,962
4168
– –
-100
4169
$0 ﹤0.01%
1,225
+30
4170
– –
-35,247
4171
$0 ﹤0.01%
+1
4172
$0 ﹤0.01%
9
4173
– –
-44
4174
$0 ﹤0.01%
1
4175
$0 ﹤0.01%
26
165 166
167
168 169