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
4051
– –
-749
4052
$0 ﹤0.01%
1
4053
$0 ﹤0.01%
32
4054
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-1,210
4055
– –
-300
4056
$0 ﹤0.01%
39
4057
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-2,233
4058
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-874
4059
– –
-3,003
4060
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-827
4061
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-20
4062
$0 ﹤0.01%
6
4063
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117
+3
4064
$0 ﹤0.01%
10
4065
– –
-2,253
4066
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-2,692
4067
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-1,850
4068
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-1,945
4069
$0 ﹤0.01%
2
4070
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-200
4071
$0 ﹤0.01%
30
4072
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-33
4073
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-833
4074
$0 ﹤0.01%
10
-2
4075
$0 ﹤0.01%
5
161 162
163
164 165