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
3676
$2K ﹤0.01%
1,300
3677
$2K ﹤0.01%
200
3678
$2K ﹤0.01%
141
-10
3679
$2K ﹤0.01%
99
-156
3680
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85
3681
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105
+100
3682
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78
3683
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216
3684
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200
3685
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38
-200
3686
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81
-41
3687
$2K ﹤0.01%
532
3688
$2K ﹤0.01%
+362
3689
$2K ﹤0.01%
+150
3690
$2K ﹤0.01%
200
3691
$2K ﹤0.01%
57
-194
3692
$2K ﹤0.01%
74
3693
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110
3694
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334
3695
$2K ﹤0.01%
50
3696
$2K ﹤0.01%
361
3697
$2K ﹤0.01%
1,188
3698
$2K ﹤0.01%
64
-80
3699
$2K ﹤0.01%
148
3700
$2K ﹤0.01%
200
146 147
148
149 150