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
4076
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0
4077
$0 ﹤0.01%
+1
4078
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0
4079
$0 ﹤0.01%
10
4080
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4081
$0 ﹤0.01%
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4082
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110
4083
$0 ﹤0.01%
17
-101
4084
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-62
4085
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4086
$0 ﹤0.01%
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4087
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34
4088
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-642
4089
$0 ﹤0.01%
5
4090
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4091
$0 ﹤0.01%
2
4092
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4093
$0 ﹤0.01%
6
4094
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-100
4095
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-700
4096
$0 ﹤0.01%
4
4097
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4098
$0 ﹤0.01%
3
4099
$0 ﹤0.01%
+8
4100
– –
-300
162 163
164
165 166