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
2851
$11K ﹤0.01%
7,000
2852
$11K ﹤0.01%
775
2853
$11K ﹤0.01%
325
2854
$11K ﹤0.01%
165
+7
2855
$11K ﹤0.01%
90
-45
2856
$11K ﹤0.01%
580
-236
2857
$10K ﹤0.01%
649
2858
$10K ﹤0.01%
336
+232
2859
$10K ﹤0.01%
330
-626
2860
$10K ﹤0.01%
8
2861
$10K ﹤0.01%
882
+4
2862
$10K ﹤0.01%
308
+196
2863
$10K ﹤0.01%
427
2864
$10K ﹤0.01%
+300
2865
$10K ﹤0.01%
198
-95
2866
$10K ﹤0.01%
846
+8
2867
$10K ﹤0.01%
206
-101
2868
$10K ﹤0.01%
726
2869
$10K ﹤0.01%
311
+136
2870
$10K ﹤0.01%
1,000
-16,201
2871
$10K ﹤0.01%
274
-21
2872
$10K ﹤0.01%
510
+450
2873
$10K ﹤0.01%
3,160
+1,139
2874
$10K ﹤0.01%
921
2875
$10K ﹤0.01%
198
113 114
115
116 117