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
3176
$6K ﹤0.01%
300
-4,363
3177
$6K ﹤0.01%
347
3178
$6K ﹤0.01%
105
-34
3179
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360
3180
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500
3181
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731
3182
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+500
3183
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+100
3184
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221
+13
3185
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542
3186
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345
3187
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234
+120
3188
$6K ﹤0.01%
+325
3189
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74
3190
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100
3191
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139
3192
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+150
3193
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150
3194
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300
-5,000
3195
$6K ﹤0.01%
265
+48
3196
$6K ﹤0.01%
328
3197
$6K ﹤0.01%
249
+245
3198
$6K ﹤0.01%
+300
3199
$6K ﹤0.01%
48
3200
$6K ﹤0.01%
439
+406
126 127
128
129 130