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
3751
$1K ﹤0.01%
1,657
3752
$1K ﹤0.01%
68
3753
$1K ﹤0.01%
89
3754
$1K ﹤0.01%
55
3755
$1K ﹤0.01%
166
-1
3756
$1K ﹤0.01%
1,000
3757
$1K ﹤0.01%
29
+23
3758
$1K ﹤0.01%
+28
3759
$1K ﹤0.01%
33
3760
$1K ﹤0.01%
831
3761
$1K ﹤0.01%
500
3762
$1K ﹤0.01%
31
3763
$1K ﹤0.01%
6
3764
$1K ﹤0.01%
63
3765
$1K ﹤0.01%
85
3766
$1K ﹤0.01%
100
-50
3767
$1K ﹤0.01%
2,611
3768
$1K ﹤0.01%
753
3769
$1K ﹤0.01%
56
3770
$1K ﹤0.01%
427
-50
3771
– –
0
3772
$1K ﹤0.01%
40
3773
$1K ﹤0.01%
555
3774
$1K ﹤0.01%
20
-1
3775
$1K ﹤0.01%
+200
149 150
151
152 153