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
4251
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4252
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4253
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2
4254
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4255
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4256
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17
4257
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-2,380
4258
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4259
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-386
4260
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4261
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-50
4262
$0 ﹤0.01%
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4263
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2
-15
4264
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-100
4265
$0 ﹤0.01%
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4266
$0 ﹤0.01%
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4267
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4268
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4269
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-220,092
4270
$0 ﹤0.01%
14
-1
4271
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-1,000
4272
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+11
4273
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-500
4274
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4275
$0 ﹤0.01%
4
169 170
171
172 173