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
3026
$8K ﹤0.01%
142
3027
$8K ﹤0.01%
150
3028
$8K ﹤0.01%
449
-511
3029
$8K ﹤0.01%
121
-79
3030
$8K ﹤0.01%
310
-2,384
3031
$8K ﹤0.01%
2,072
3032
$8K ﹤0.01%
67
+28
3033
$8K ﹤0.01%
174
-11
3034
$8K ﹤0.01%
50
-133
3035
$8K ﹤0.01%
4,483
+897
3036
$8K ﹤0.01%
130
-280
3037
$8K ﹤0.01%
175
+110
3038
$8K ﹤0.01%
313
+2
3039
$8K ﹤0.01%
315
-142
3040
$8K ﹤0.01%
487
3041
$8K ﹤0.01%
494
+66
3042
$8K ﹤0.01%
151
-6
3043
$8K ﹤0.01%
8
+4
3044
$8K ﹤0.01%
160
3045
$8K ﹤0.01%
135
3046
$8K ﹤0.01%
343
3047
$8K ﹤0.01%
54
+2
3048
$8K ﹤0.01%
269
3049
$8K ﹤0.01%
200
-100
3050
$8K ﹤0.01%
949
120 121
122
123 124