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
3726
$1K ﹤0.01%
50
3727
$1K ﹤0.01%
+49
3728
$1K ﹤0.01%
25
3729
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107
-335
3730
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20
3731
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135
-10
3732
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+19
3733
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100
3734
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333
3735
$1K ﹤0.01%
10
-250
3736
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+55
3737
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3738
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175
-256
3739
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21
3740
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218
3741
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1,200
3742
$1K ﹤0.01%
12
-35
3743
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3744
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150
3745
$1K ﹤0.01%
+23
3746
$1K ﹤0.01%
100
3747
$1K ﹤0.01%
+71
3748
$1K ﹤0.01%
30
-173
3749
$1K ﹤0.01%
350
3750
$1K ﹤0.01%
111
148 149
150
151 152