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
3051
$8K ﹤0.01%
+200
3052
$8K ﹤0.01%
477
3053
$8K ﹤0.01%
694
+150
3054
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200
3055
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620
3056
$8K ﹤0.01%
3,937
+337
3057
$8K ﹤0.01%
300
+16
3058
$8K ﹤0.01%
1,000
3059
$8K ﹤0.01%
144
3060
$8K ﹤0.01%
377
3061
$8K ﹤0.01%
2,319
+1,319
3062
$8K ﹤0.01%
525
-100
3063
$8K ﹤0.01%
1,805
+1,500
3064
$8K ﹤0.01%
+190
3065
$8K ﹤0.01%
300
3066
$7K ﹤0.01%
1,568
3067
$7K ﹤0.01%
+213
3068
$7K ﹤0.01%
45
3069
$7K ﹤0.01%
456
3070
$7K ﹤0.01%
1,513
+475
3071
$7K ﹤0.01%
249
-636
3072
$7K ﹤0.01%
305
3073
$7K ﹤0.01%
393
+23
3074
$7K ﹤0.01%
117
3075
$7K ﹤0.01%
100