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
2626
$15K ﹤0.01%
1,116
2627
$15K ﹤0.01%
240
+7
2628
$15K ﹤0.01%
121
-48
2629
$15K ﹤0.01%
363
+1
2630
$15K ﹤0.01%
624
+195
2631
$15K ﹤0.01%
469
+269
2632
$15K ﹤0.01%
200
2633
$15K ﹤0.01%
817
2634
$15K ﹤0.01%
1,000
-920
2635
$15K ﹤0.01%
544
-31
2636
$15K ﹤0.01%
+1,800
2637
$15K ﹤0.01%
+600
2638
$15K ﹤0.01%
2,500
-7,579
2639
$15K ﹤0.01%
4,763
+600
2640
$15K ﹤0.01%
1,065
2641
$15K ﹤0.01%
283
2642
$15K ﹤0.01%
305
2643
$15K ﹤0.01%
320
+174
2644
$15K ﹤0.01%
+1,000
2645
$15K ﹤0.01%
1,000
2646
$15K ﹤0.01%
4,000
2647
$15K ﹤0.01%
107
2648
$15K ﹤0.01%
197
-222
2649
$15K ﹤0.01%
700
-300
2650
$15K ﹤0.01%
500
104 105
106
107 108