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
3801
$1K ﹤0.01%
29
3802
$1K ﹤0.01%
42
3803
$1K ﹤0.01%
97
3804
$1K ﹤0.01%
24
3805
$1K ﹤0.01%
+21
3806
$1K ﹤0.01%
50
-204
3807
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20
3808
$1K ﹤0.01%
30
-200
3809
$1K ﹤0.01%
16
3810
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30
3811
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36
3812
$1K ﹤0.01%
61
3813
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49
3814
$1K ﹤0.01%
15
-199
3815
$1K ﹤0.01%
360
+350
3816
$1K ﹤0.01%
32
3817
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23
3818
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156
3819
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+99
3820
$1K ﹤0.01%
35
3821
$1K ﹤0.01%
+7
3822
– –
0
3823
$1K ﹤0.01%
100
3824
$1K ﹤0.01%
80
3825
$1K ﹤0.01%
600
-400
151 152
153
154 155