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
2926
$9K ﹤0.01%
134
2927
$9K ﹤0.01%
120
2928
$9K ﹤0.01%
753
+345
2929
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281
-200
2930
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825
2931
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151
+107
2932
$9K ﹤0.01%
1
2933
$9K ﹤0.01%
155
-8
2934
$9K ﹤0.01%
145
2935
$9K ﹤0.01%
+1,408
2936
$9K ﹤0.01%
595
+6
2937
$9K ﹤0.01%
513
+500
2938
$9K ﹤0.01%
29
2939
$9K ﹤0.01%
429
-24
2940
$9K ﹤0.01%
182
+36
2941
$9K ﹤0.01%
1,000
2942
$9K ﹤0.01%
+100
2943
$9K ﹤0.01%
121
2944
$9K ﹤0.01%
141
2945
$9K ﹤0.01%
220
2946
$9K ﹤0.01%
460
2947
$9K ﹤0.01%
164
+30
2948
$9K ﹤0.01%
330
2949
$9K ﹤0.01%
108
+33
2950
$9K ﹤0.01%
121
-9
116 117
118
119 120