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
2601
$16K ﹤0.01%
239
+50
2602
$16K ﹤0.01%
300
+220
2603
$16K ﹤0.01%
228
-15
2604
$16K ﹤0.01%
886
2605
$16K ﹤0.01%
1,187
2606
$16K ﹤0.01%
3,041
+864
2607
$16K ﹤0.01%
788
-512
2608
$16K ﹤0.01%
617
2609
$16K ﹤0.01%
1,700
+100
2610
$16K ﹤0.01%
1,159
+1,016
2611
$16K ﹤0.01%
1,250
-1,250
2612
$16K ﹤0.01%
259
+1
2613
$16K ﹤0.01%
177
+58
2614
$16K ﹤0.01%
1,839
-13,722
2615
$16K ﹤0.01%
418
-46
2616
$16K ﹤0.01%
425
+24
2617
$16K ﹤0.01%
588
+81
2618
$16K ﹤0.01%
+607
2619
$16K ﹤0.01%
406
2620
$16K ﹤0.01%
+335
2621
$16K ﹤0.01%
3,155
-2,079
2622
$15K ﹤0.01%
1,211
2623
$15K ﹤0.01%
1,945
-620
2624
$15K ﹤0.01%
393
+3
2625
$15K ﹤0.01%
202
+45
103 104
105
106 107