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
3126
$7K ﹤0.01%
160
+40
3127
$7K ﹤0.01%
457
+327
3128
$7K ﹤0.01%
3,314
3129
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+151
3130
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177
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3131
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350
3132
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3133
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525
3134
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70
+27
3135
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157
-2,389
3136
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3137
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122
3138
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296
+160
3139
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500
3140
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206
+68
3141
$7K ﹤0.01%
175
3142
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249
+24
3143
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646
-395
3144
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435
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3145
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641
3146
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820
3147
$6K ﹤0.01%
435
-1,884
3148
$6K ﹤0.01%
441
3149
$6K ﹤0.01%
100
3150
$6K ﹤0.01%
+200