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
3776
$1K ﹤0.01%
16
3777
$1K ﹤0.01%
100
3778
$1K ﹤0.01%
14
3779
$1K ﹤0.01%
11
3780
$1K ﹤0.01%
213
3781
$1K ﹤0.01%
230
3782
$1K ﹤0.01%
19
-89
3783
$1K ﹤0.01%
5,000
3784
$1K ﹤0.01%
1,000
3785
$1K ﹤0.01%
10
-310
3786
$1K ﹤0.01%
12
3787
$1K ﹤0.01%
216
3788
$1K ﹤0.01%
34
3789
$1K ﹤0.01%
21
3790
$1K ﹤0.01%
130
-90
3791
$1K ﹤0.01%
166
3792
$1K ﹤0.01%
1,500
3793
$1K ﹤0.01%
+60
3794
$1K ﹤0.01%
+200
3795
$1K ﹤0.01%
18
-255
3796
$1K ﹤0.01%
16
-5
3797
$1K ﹤0.01%
86
-72
3798
$1K ﹤0.01%
+250
3799
$1K ﹤0.01%
165
-106
3800
$1K ﹤0.01%
100
-900
150 151
152
153 154