IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
4,346
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$8.15M
3
+$6.59M
4
OKE icon
Oneok
OKE
+$5.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.84M

Top Sells

1
+$14.2M
2
+$12.2M
3
+$12.2M
4
BND icon
Vanguard Total Bond Market
BND
+$11.2M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.46M

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
2476
$19K ﹤0.01%
1,050
-1,170
2477
$19K ﹤0.01%
67
-151
2478
$19K ﹤0.01%
595
2479
$19K ﹤0.01%
743
-130
2480
$19K ﹤0.01%
2,834
2481
$19K ﹤0.01%
810
2482
$19K ﹤0.01%
126
2483
$19K ﹤0.01%
3,148
-2,097
2484
$19K ﹤0.01%
1,703
2485
$19K ﹤0.01%
1,021
+821
2486
$19K ﹤0.01%
700
2487
$19K ﹤0.01%
494
+310
2488
$19K ﹤0.01%
708
+6
2489
$19K ﹤0.01%
187
2490
$19K ﹤0.01%
353
2491
$19K ﹤0.01%
1,177
+329
2492
$19K ﹤0.01%
760
2493
$19K ﹤0.01%
356
2494
$19K ﹤0.01%
552
+264
2495
$19K ﹤0.01%
158
+153
2496
$19K ﹤0.01%
1,050
2497
$19K ﹤0.01%
2,295
+320
2498
$19K ﹤0.01%
2,162
2499
$19K ﹤0.01%
2,500
+245
2500
$19K ﹤0.01%
1,574
-27,041
98 99
100
101 102