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
3001
$8K ﹤0.01%
221
3002
$8K ﹤0.01%
1,200
3003
$8K ﹤0.01%
+295
3004
$8K ﹤0.01%
+177
3005
$8K ﹤0.01%
18
3006
$8K ﹤0.01%
183
+20
3007
$8K ﹤0.01%
700
-3,000
3008
$8K ﹤0.01%
400
3009
$8K ﹤0.01%
151
+99
3010
$8K ﹤0.01%
315
+94
3011
$8K ﹤0.01%
247
-395
3012
$8K ﹤0.01%
1,000
-4,100
3013
$8K ﹤0.01%
175
+30
3014
$8K ﹤0.01%
1,192
+146
3015
$8K ﹤0.01%
488
+425
3016
$8K ﹤0.01%
800
3017
$8K ﹤0.01%
133
-32
3018
$8K ﹤0.01%
200
-2,811
3019
$8K ﹤0.01%
150
+18
3020
$8K ﹤0.01%
116
-42
3021
$8K ﹤0.01%
191
3022
$8K ﹤0.01%
+1,022
3023
$8K ﹤0.01%
145
3024
$8K ﹤0.01%
365
-16
3025
$8K ﹤0.01%
605
+11
119 120
121
122 123