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
3851
$1K ﹤0.01%
21
3852
$1K ﹤0.01%
66
-52
3853
$1K ﹤0.01%
36
3854
$1K ﹤0.01%
+44
3855
$1K ﹤0.01%
34
3856
$1K ﹤0.01%
400
3857
$1K ﹤0.01%
12
+10
3858
$1K ﹤0.01%
109
3859
$1K ﹤0.01%
123
3860
$1K ﹤0.01%
7
-76
3861
$1K ﹤0.01%
79
3862
$1K ﹤0.01%
200
3863
$1K ﹤0.01%
10
3864
$1K ﹤0.01%
+74
3865
$1K ﹤0.01%
79
3866
$1K ﹤0.01%
62
+4
3867
$1K ﹤0.01%
52
3868
$1K ﹤0.01%
100
3869
$1K ﹤0.01%
21
3870
$1K ﹤0.01%
116
+65
3871
$1K ﹤0.01%
17
3872
$1K ﹤0.01%
75
3873
$1K ﹤0.01%
200
3874
$1K ﹤0.01%
86
-9,245
3875
$1K ﹤0.01%
+50
153 154
155
156 157