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
2651
$15K ﹤0.01%
283
-18
2652
$15K ﹤0.01%
191
+1
2653
$15K ﹤0.01%
400
2654
$15K ﹤0.01%
6,040
-1,009
2655
$15K ﹤0.01%
800
2656
$15K ﹤0.01%
218
+100
2657
$15K ﹤0.01%
2,400
+700
2658
$15K ﹤0.01%
429
+414
2659
$15K ﹤0.01%
959
+6
2660
$15K ﹤0.01%
663
-1,643
2661
$15K ﹤0.01%
693
-127
2662
$15K ﹤0.01%
444
2663
$15K ﹤0.01%
1,895
2664
$15K ﹤0.01%
+300
2665
$15K ﹤0.01%
+605
2666
$14K ﹤0.01%
564
+282
2667
$14K ﹤0.01%
272
2668
$14K ﹤0.01%
399
-181
2669
$14K ﹤0.01%
1,070
-422
2670
$14K ﹤0.01%
600
2671
$14K ﹤0.01%
931
2672
$14K ﹤0.01%
430
2673
$14K ﹤0.01%
+1,032
2674
$14K ﹤0.01%
816
2675
$14K ﹤0.01%
+291
105 106
107
108 109