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
2726
$13K ﹤0.01%
536
+123
2727
$13K ﹤0.01%
1,150
2728
$13K ﹤0.01%
190
2729
$13K ﹤0.01%
296
+12
2730
$13K ﹤0.01%
782
+16
2731
$13K ﹤0.01%
365
-75
2732
$13K ﹤0.01%
181
+7
2733
$13K ﹤0.01%
+503
2734
$13K ﹤0.01%
172
+47
2735
$13K ﹤0.01%
893
+400
2736
$13K ﹤0.01%
477
+56
2737
$13K ﹤0.01%
196
+92
2738
$13K ﹤0.01%
247
+47
2739
$13K ﹤0.01%
297
-18
2740
$13K ﹤0.01%
870
+135
2741
$13K ﹤0.01%
1,595
+26
2742
$13K ﹤0.01%
158
+5
2743
$13K ﹤0.01%
540
2744
$13K ﹤0.01%
709
-457
2745
$13K ﹤0.01%
300
2746
$13K ﹤0.01%
9,700
+9,530
2747
$13K ﹤0.01%
320
+49
2748
$13K ﹤0.01%
10,000
2749
$13K ﹤0.01%
800
2750
$13K ﹤0.01%
400
108 109
110
111 112