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
2876
$10K ﹤0.01%
133
-145
2877
$10K ﹤0.01%
123
-47
2878
$10K ﹤0.01%
915
2879
$10K ﹤0.01%
1,354
-2,690
2880
$10K ﹤0.01%
757
-500
2881
$10K ﹤0.01%
412
2882
$10K ﹤0.01%
239
2883
$10K ﹤0.01%
1,200
-500
2884
$10K ﹤0.01%
759
2885
$10K ﹤0.01%
541
+21
2886
$10K ﹤0.01%
148
+108
2887
$10K ﹤0.01%
+450
2888
$10K ﹤0.01%
+300
2889
$10K ﹤0.01%
400
-17,500
2890
$10K ﹤0.01%
29
2891
$10K ﹤0.01%
280
2892
$10K ﹤0.01%
181
+54
2893
$10K ﹤0.01%
300
-278
2894
$10K ﹤0.01%
+750
2895
$10K ﹤0.01%
1,140
+40
2896
– –
0
2897
$10K ﹤0.01%
245
-1,207
2898
$10K ﹤0.01%
605
+89
2899
$10K ﹤0.01%
102
+1
2900
$10K ﹤0.01%
303
-32
114 115
116
117 118