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
1926
$46K ﹤0.01%
+3,370
1927
$46K ﹤0.01%
3,272
1928
$46K ﹤0.01%
960
-51
1929
$46K ﹤0.01%
592
1930
$46K ﹤0.01%
3,719
-3,330
1931
$46K ﹤0.01%
609
+309
1932
$46K ﹤0.01%
1,845
-203
1933
$46K ﹤0.01%
1,810
+1,516
1934
$46K ﹤0.01%
+600
1935
$45K ﹤0.01%
2,453
1936
$45K ﹤0.01%
2,123
+663
1937
$45K ﹤0.01%
+920
1938
$45K ﹤0.01%
4,725
-298
1939
$45K ﹤0.01%
2,160
-246
1940
$45K ﹤0.01%
2,868
1941
$45K ﹤0.01%
2,800
1942
$45K ﹤0.01%
1,336
+460
1943
$45K ﹤0.01%
+1,000
1944
$45K ﹤0.01%
529
+10
1945
$45K ﹤0.01%
3,000
-333
1946
$45K ﹤0.01%
1,225
+1,138
1947
$44K ﹤0.01%
1,332
+75
1948
$44K ﹤0.01%
1,404
+4
1949
$44K ﹤0.01%
1,213
-153
1950
$44K ﹤0.01%
3,600
+100
76 77
78
79 80