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
3151
$6K ﹤0.01%
130
-70
3152
$6K ﹤0.01%
+125
3153
$6K ﹤0.01%
103
-162
3154
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1,000
3155
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192
-306
3156
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2,200
3157
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+150
3158
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179
3159
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195
3160
$6K ﹤0.01%
2,685
3161
$6K ﹤0.01%
98
3162
$6K ﹤0.01%
+228
3163
$6K ﹤0.01%
500
-1,000
3164
$6K ﹤0.01%
6,000
-1,000
3165
$6K ﹤0.01%
241
3166
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186
3167
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322
3168
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139
-43
3169
$6K ﹤0.01%
176
+100
3170
$6K ﹤0.01%
1,132
+100
3171
$6K ﹤0.01%
126
3172
$6K ﹤0.01%
233
-8,012
3173
$6K ﹤0.01%
183
+162
3174
$6K ﹤0.01%
475
3175
$6K ﹤0.01%
300
125 126
127
128 129