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
2201
$30K ﹤0.01%
2,250
+1,500
2202
$29K ﹤0.01%
1,223
2203
$29K ﹤0.01%
420
+20
2204
$29K ﹤0.01%
479
+2
2205
$29K ﹤0.01%
805
+1
2206
$29K ﹤0.01%
953
+5
2207
$29K ﹤0.01%
69
2208
$29K ﹤0.01%
2,081
+716
2209
$29K ﹤0.01%
388
+174
2210
$29K ﹤0.01%
403
-14
2211
$29K ﹤0.01%
421
-17
2212
$29K ﹤0.01%
1,600
2213
$29K ﹤0.01%
1,462
-1,680
2214
$29K ﹤0.01%
2,000
2215
$29K ﹤0.01%
842
+42
2216
$29K ﹤0.01%
1,822
2217
$29K ﹤0.01%
629
2218
$29K ﹤0.01%
1,585
-137
2219
$29K ﹤0.01%
995
+477
2220
$29K ﹤0.01%
30
-3
2221
$29K ﹤0.01%
500
+398
2222
$29K ﹤0.01%
1,134
-405
2223
$29K ﹤0.01%
249
-134
2224
$29K ﹤0.01%
206
+15
2225
$29K ﹤0.01%
14,045
+7,359
87 88
89
90 91