IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
4251
$0 ﹤0.01%
26
-147
4252
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4253
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4254
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4255
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4256
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4257
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3
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4258
$0 ﹤0.01%
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4259
– –
-2,380
4260
– –
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4261
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4262
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4263
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-50
4264
$0 ﹤0.01%
13
4265
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2
-15
4266
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4267
$0 ﹤0.01%
4
4268
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2
4269
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6
4270
– –
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4271
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-220,092
4272
$0 ﹤0.01%
14
-1
4273
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-1,000
4274
$0 ﹤0.01%
+11
4275
– –
-500
169 170
171
172 173