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
2701
$14K ﹤0.01%
2,700
2702
$14K ﹤0.01%
1,550
2703
$14K ﹤0.01%
553
-18
2704
$14K ﹤0.01%
1,200
2705
$14K ﹤0.01%
1
2706
$14K ﹤0.01%
1,000
2707
$13K ﹤0.01%
1,142
2708
$13K ﹤0.01%
1,000
2709
$13K ﹤0.01%
275
2710
$13K ﹤0.01%
364
+16
2711
$13K ﹤0.01%
819
+360
2712
$13K ﹤0.01%
226
2713
$13K ﹤0.01%
356
-122
2714
$13K ﹤0.01%
83
-105
2715
$13K ﹤0.01%
525
2716
$13K ﹤0.01%
376
-27
2717
$13K ﹤0.01%
2,255
+1,090
2718
$13K ﹤0.01%
686
+476
2719
$13K ﹤0.01%
515
2720
$13K ﹤0.01%
1,843
+15
2721
$13K ﹤0.01%
200
+140
2722
$13K ﹤0.01%
908
+500
2723
$13K ﹤0.01%
475
-15
2724
$13K ﹤0.01%
1,096
2725
$13K ﹤0.01%
215
+181
107 108
109
110 111