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
3526
$3K ﹤0.01%
20
3527
$3K ﹤0.01%
99
+65
3528
$3K ﹤0.01%
33
-1,300
3529
$3K ﹤0.01%
1,429
-285
3530
$3K ﹤0.01%
3,400
3531
$3K ﹤0.01%
1,644
+462
3532
$3K ﹤0.01%
50
+7
3533
$3K ﹤0.01%
153
3534
$3K ﹤0.01%
153
+1
3535
$3K ﹤0.01%
530
3536
$3K ﹤0.01%
+200
3537
$3K ﹤0.01%
+200
3538
$3K ﹤0.01%
1,171
+364
3539
$3K ﹤0.01%
117
+86
3540
$3K ﹤0.01%
+150
3541
$3K ﹤0.01%
+100
3542
$3K ﹤0.01%
1,500
3543
$3K ﹤0.01%
111
+100
3544
$3K ﹤0.01%
108
3545
$3K ﹤0.01%
50
-682
3546
$3K ﹤0.01%
500
3547
$3K ﹤0.01%
114
-76
3548
$3K ﹤0.01%
500
-30
3549
$3K ﹤0.01%
630
+100
3550
$3K ﹤0.01%
369
140 141
142
143 144