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
3651
$2K ﹤0.01%
188
3652
$2K ﹤0.01%
81
3653
$2K ﹤0.01%
100
3654
$2K ﹤0.01%
+43
3655
$2K ﹤0.01%
57
3656
$2K ﹤0.01%
125
-12
3657
$2K ﹤0.01%
54
3658
$2K ﹤0.01%
56
-262
3659
$2K ﹤0.01%
58
3660
$2K ﹤0.01%
2,500
3661
$2K ﹤0.01%
72
-275
3662
$2K ﹤0.01%
35
3663
$2K ﹤0.01%
1,100
3664
$2K ﹤0.01%
200
3665
$2K ﹤0.01%
+88
3666
$2K ﹤0.01%
200
3667
$2K ﹤0.01%
230
3668
$2K ﹤0.01%
100
3669
$2K ﹤0.01%
+22
3670
$2K ﹤0.01%
138
3671
$2K ﹤0.01%
138
3672
$2K ﹤0.01%
300
3673
$2K ﹤0.01%
208
-65
3674
$2K ﹤0.01%
56
-182
3675
$2K ﹤0.01%
700
145 146
147
148 149