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
4176
– –
-12,929
4177
– –
-85
4178
$0 ﹤0.01%
104
4179
$0 ﹤0.01%
2
-877
4180
$0 ﹤0.01%
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4181
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63
4182
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0
4183
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+19
4184
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26
4185
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7
4186
$0 ﹤0.01%
100
4187
– –
-2,000
4188
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4189
$0 ﹤0.01%
2
4190
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4191
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1,800
4192
$0 ﹤0.01%
+36
4193
$0 ﹤0.01%
9
4194
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4195
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4196
$0 ﹤0.01%
2
4197
– –
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4198
$0 ﹤0.01%
30
4199
$0 ﹤0.01%
+10
4200
$0 ﹤0.01%
22
166 167
168
169 170