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
3601
$2K ﹤0.01%
57
3602
$2K ﹤0.01%
1,671
+155
3603
$2K ﹤0.01%
+190
3604
$2K ﹤0.01%
24
3605
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100
3606
$2K ﹤0.01%
235
-585
3607
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49
3608
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74
+51
3609
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34
+4
3610
$2K ﹤0.01%
5
3611
$2K ﹤0.01%
253
+1
3612
$2K ﹤0.01%
6
3613
$2K ﹤0.01%
500
3614
$2K ﹤0.01%
180
3615
$2K ﹤0.01%
1,380
3616
$2K ﹤0.01%
160
3617
$2K ﹤0.01%
51
3618
$2K ﹤0.01%
230
3619
$2K ﹤0.01%
+169
3620
$2K ﹤0.01%
440
3621
$2K ﹤0.01%
102
-116
3622
$2K ﹤0.01%
38
+33
3623
$2K ﹤0.01%
248
+1
3624
$2K ﹤0.01%
294
3625
$2K ﹤0.01%
7
143 144
145
146 147