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
3826
$1K ﹤0.01%
20
3827
$1K ﹤0.01%
100
3828
$1K ﹤0.01%
63
-712
3829
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1,000
3830
$1K ﹤0.01%
128
3831
$1K ﹤0.01%
+86
3832
$1K ﹤0.01%
100
3833
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61
3834
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31
3835
$1K ﹤0.01%
+30
3836
$1K ﹤0.01%
1
3837
$1K ﹤0.01%
100
3838
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7
3839
$1K ﹤0.01%
49
-119
3840
$1K ﹤0.01%
28
3841
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3842
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32
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3843
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3844
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900
3845
$1K ﹤0.01%
30
-24
3846
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30
3847
$1K ﹤0.01%
58
+1
3848
$1K ﹤0.01%
51
3849
$1K ﹤0.01%
13
3850
$1K ﹤0.01%
23
152 153
154
155 156