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
3251
$5K ﹤0.01%
140
3252
$5K ﹤0.01%
215
-91
3253
$5K ﹤0.01%
4
+1
3254
$5K ﹤0.01%
143
3255
$5K ﹤0.01%
1,400
+200
3256
$5K ﹤0.01%
234
3257
$5K ﹤0.01%
667
-700
3258
$5K ﹤0.01%
97
3259
$5K ﹤0.01%
+233
3260
$5K ﹤0.01%
81
3261
$5K ﹤0.01%
+100
3262
$5K ﹤0.01%
26
3263
$5K ﹤0.01%
393
-2,290
3264
$5K ﹤0.01%
228
3265
$5K ﹤0.01%
140
3266
$5K ﹤0.01%
42
3267
$5K ﹤0.01%
379
3268
$5K ﹤0.01%
169
+10
3269
$5K ﹤0.01%
300
3270
$5K ﹤0.01%
120
3271
$5K ﹤0.01%
121
-14
3272
$5K ﹤0.01%
122
3273
$5K ﹤0.01%
250
3274
$5K ﹤0.01%
325
3275
$5K ﹤0.01%
125
+25
129 130
131
132 133