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
2826
$11K ﹤0.01%
750
-17,425
2827
$11K ﹤0.01%
395
+295
2828
$11K ﹤0.01%
295
-25
2829
$11K ﹤0.01%
370
+227
2830
$11K ﹤0.01%
317
+108
2831
$11K ﹤0.01%
300
2832
$11K ﹤0.01%
78
+41
2833
$11K ﹤0.01%
790
+200
2834
$11K ﹤0.01%
2
-42
2835
$11K ﹤0.01%
500
2836
$11K ﹤0.01%
740
-1,000
2837
$11K ﹤0.01%
494
+29
2838
$11K ﹤0.01%
+198
2839
$11K ﹤0.01%
248
-331
2840
$11K ﹤0.01%
1,000
2841
$11K ﹤0.01%
638
2842
$11K ﹤0.01%
18
2843
$11K ﹤0.01%
329
-950
2844
$11K ﹤0.01%
700
2845
$11K ﹤0.01%
166
+150
2846
$11K ﹤0.01%
346
-200
2847
$11K ﹤0.01%
257
+80
2848
$11K ﹤0.01%
1,034
-524
2849
$11K ﹤0.01%
424
-74
2850
$11K ﹤0.01%
+1,060
112 113
114
115 116