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
3476
$3K ﹤0.01%
+97
3477
$3K ﹤0.01%
98
3478
$3K ﹤0.01%
980
-4,100
3479
$3K ﹤0.01%
6
3480
$3K ﹤0.01%
67
3481
$3K ﹤0.01%
95
3482
$3K ﹤0.01%
273
3483
$3K ﹤0.01%
+375
3484
$3K ﹤0.01%
8
3485
$3K ﹤0.01%
+147
3486
$3K ﹤0.01%
610
+1
3487
$3K ﹤0.01%
50
-40
3488
$3K ﹤0.01%
79
3489
$3K ﹤0.01%
46
3490
$3K ﹤0.01%
161
+2
3491
$3K ﹤0.01%
65
-73
3492
$3K ﹤0.01%
130
-134
3493
$3K ﹤0.01%
71
3494
$3K ﹤0.01%
78
-1,421
3495
$3K ﹤0.01%
122
3496
$3K ﹤0.01%
+100
3497
$3K ﹤0.01%
100
-1,100
3498
$3K ﹤0.01%
+30
3499
$3K ﹤0.01%
95
+88
3500
$3K ﹤0.01%
77
138 139
140
141 142