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
2976
$9K ﹤0.01%
+415
2977
$9K ﹤0.01%
254
-144
2978
$9K ﹤0.01%
565
2979
$9K ﹤0.01%
254
2980
$9K ﹤0.01%
253
2981
$9K ﹤0.01%
675
2982
$9K ﹤0.01%
330
2983
$9K ﹤0.01%
585
+399
2984
$9K ﹤0.01%
475
2985
$8K ﹤0.01%
+500
2986
$8K ﹤0.01%
410
+210
2987
$8K ﹤0.01%
150
2988
$8K ﹤0.01%
870
2989
$8K ﹤0.01%
297
2990
$8K ﹤0.01%
219
+104
2991
$8K ﹤0.01%
147
-50
2992
$8K ﹤0.01%
323
+38
2993
$8K ﹤0.01%
6,000
2994
$8K ﹤0.01%
250
2995
$8K ﹤0.01%
2,000
+856
2996
$8K ﹤0.01%
137
2997
$8K ﹤0.01%
2,720
-100
2998
$8K ﹤0.01%
270
2999
$8K ﹤0.01%
400
3000
$8K ﹤0.01%
600
118 119
120
121 122