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
4201
– –
-100
4202
$0 ﹤0.01%
37
+4
4203
$0 ﹤0.01%
85
-65
4204
$0 ﹤0.01%
49
4205
$0 ﹤0.01%
4
4206
$0 ﹤0.01%
7
-190
4207
$0 ﹤0.01%
11
4208
– –
-770
4209
$0 ﹤0.01%
108
4210
– –
-27,987
4211
– –
-1,408
4212
– –
-49,000
4213
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-200
4214
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-300
4215
$0 ﹤0.01%
7
4216
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-50
4217
$0 ﹤0.01%
30
4218
$0 ﹤0.01%
2
4219
– –
0
4220
– –
0
4221
$0 ﹤0.01%
2
4222
$0 ﹤0.01%
28
-34
4223
– –
-587
4224
– –
0
4225
– –
-239
167 168
169
170 171