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
2951
$9K ﹤0.01%
363
+88
2952
$9K ﹤0.01%
600
2953
$9K ﹤0.01%
4,400
2954
$9K ﹤0.01%
900
-2,260
2955
$9K ﹤0.01%
237
-66
2956
$9K ﹤0.01%
411
+37
2957
$9K ﹤0.01%
+350
2958
$9K ﹤0.01%
95
2959
$9K ﹤0.01%
175
2960
$9K ﹤0.01%
103
-10
2961
$9K ﹤0.01%
379
2962
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125
2963
$9K ﹤0.01%
1,196
-499
2964
$9K ﹤0.01%
453
+161
2965
$9K ﹤0.01%
88
+63
2966
$9K ﹤0.01%
295
2967
$9K ﹤0.01%
331
+93
2968
$9K ﹤0.01%
87
2969
$9K ﹤0.01%
+324
2970
$9K ﹤0.01%
449
+18
2971
$9K ﹤0.01%
250
2972
$9K ﹤0.01%
227
2973
$9K ﹤0.01%
750
-3,000
2974
$9K ﹤0.01%
748
+449
2975
$9K ﹤0.01%
373
-83