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
4326
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-117
4327
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-3
4328
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4329
$0 ﹤0.01%
2
4330
$0 ﹤0.01%
4
4331
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0
4332
– –
-135
4333
– –
0
4334
$0 ﹤0.01%
16
4335
– –
-135
4336
– –
-1
4337
$0 ﹤0.01%
1
4338
– –
-322
4339
– –
-143
4340
$0 ﹤0.01%
7
4341
$0 ﹤0.01%
18
-109
4342
$0 ﹤0.01%
2
170 171 172 173
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