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
3401
$4K ﹤0.01%
135
-33
3402
$4K ﹤0.01%
+200
3403
$4K ﹤0.01%
122
3404
$4K ﹤0.01%
177
-366
3405
$4K ﹤0.01%
33
-572
3406
$4K ﹤0.01%
144
-5,530
3407
$4K ﹤0.01%
179
-94
3408
$4K ﹤0.01%
+108
3409
$4K ﹤0.01%
90
3410
$4K ﹤0.01%
145
+93
3411
$4K ﹤0.01%
63
+3
3412
$4K ﹤0.01%
93
3413
$4K ﹤0.01%
+27
3414
$4K ﹤0.01%
278
3415
$4K ﹤0.01%
+300
3416
$4K ﹤0.01%
826
-7
3417
$4K ﹤0.01%
209
+42
3418
$4K ﹤0.01%
154
-354
3419
$4K ﹤0.01%
154
3420
$4K ﹤0.01%
179
3421
$4K ﹤0.01%
179
-32
3422
$4K ﹤0.01%
451
+41
3423
$4K ﹤0.01%
115
+37
3424
$4K ﹤0.01%
83
3425
$4K ﹤0.01%
+113
135 136
137
138 139