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
3901
$1K ﹤0.01%
+600
3902
$1K ﹤0.01%
47
-589
3903
$1K ﹤0.01%
2,332
3904
$1K ﹤0.01%
21
+17
3905
$1K ﹤0.01%
100
3906
$1K ﹤0.01%
96
3907
$1K ﹤0.01%
53
-14
3908
$1K ﹤0.01%
17
3909
$1K ﹤0.01%
+71
3910
$1K ﹤0.01%
27
3911
$1K ﹤0.01%
45
3912
$1K ﹤0.01%
+101
3913
$1K ﹤0.01%
250
3914
$1K ﹤0.01%
42
3915
$1K ﹤0.01%
44
3916
$1K ﹤0.01%
+36
3917
$1K ﹤0.01%
28
-400
3918
$1K ﹤0.01%
52
3919
$1K ﹤0.01%
22
-102
3920
$1K ﹤0.01%
21
3921
$1K ﹤0.01%
122
3922
$1K ﹤0.01%
2
3923
$1K ﹤0.01%
36
3924
$0 ﹤0.01%
262
3925
$0 ﹤0.01%
1,745
155 156
157
158 159