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
4276
– –
-34,892
4277
$0 ﹤0.01%
2
4278
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-400
4279
$0 ﹤0.01%
7
4280
– –
-2,162
4281
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-5
4282
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-284
4283
– –
-400
4284
$0 ﹤0.01%
5
4285
$0 ﹤0.01%
1
-521
4286
$0 ﹤0.01%
4
4287
$0 ﹤0.01%
21
-756
4288
– –
-1,220
4289
– –
0
4290
– –
-7
4291
– –
-100
4292
$0 ﹤0.01%
13
4293
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0
4294
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0
4295
– –
-384
4296
– –
-340
4297
$0 ﹤0.01%
11
4298
– –
-62
4299
– –
-1,000
4300
$0 ﹤0.01%
44
170 171
172
173 174