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
3101
$7K ﹤0.01%
+116
3102
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100
3103
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118
3104
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449
3105
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44
+2
3106
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383
3107
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1,164
-576
3108
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247
3109
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195
3110
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500
+65
3111
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530
-2,017
3112
$7K ﹤0.01%
970
+670
3113
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146
3114
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60
+6
3115
$7K ﹤0.01%
+45
3116
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315
+300
3117
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+22
3118
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169
3119
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723
3120
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213
-100
3121
$7K ﹤0.01%
640
-309
3122
$7K ﹤0.01%
10
+1
3123
$7K ﹤0.01%
498
+4
3124
$7K ﹤0.01%
328
3125
$7K ﹤0.01%
42
123 124
125
126 127