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
3551
$3K ﹤0.01%
44
3552
$3K ﹤0.01%
210
3553
$3K ﹤0.01%
63
+50
3554
$3K ﹤0.01%
23
-1,196
3555
$3K ﹤0.01%
747
3556
$3K ﹤0.01%
+266
3557
$3K ﹤0.01%
600
3558
$3K ﹤0.01%
3,300
3559
$3K ﹤0.01%
+33
3560
$3K ﹤0.01%
210
-350
3561
$3K ﹤0.01%
205
-110
3562
$3K ﹤0.01%
62
3563
$3K ﹤0.01%
132
3564
$3K ﹤0.01%
296
3565
$3K ﹤0.01%
27
+1
3566
– –
0
3567
$3K ﹤0.01%
1,500
3568
$3K ﹤0.01%
185
3569
$3K ﹤0.01%
9
-10
3570
$3K ﹤0.01%
49
3571
$3K ﹤0.01%
392
3572
$3K ﹤0.01%
92
3573
$3K ﹤0.01%
150
3574
$3K ﹤0.01%
89
3575
$3K ﹤0.01%
46
+5
141 142
143
144 145