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
4301
– –
-100
4302
$0 ﹤0.01%
4
4303
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6
4304
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-71
4305
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-220,092
4306
$0 ﹤0.01%
14
-1
4307
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-1,000
4308
$0 ﹤0.01%
+11
4309
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-500
4310
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-275
4311
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-58
4312
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-250
4313
$0 ﹤0.01%
4
4314
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-34,892
4315
$0 ﹤0.01%
2
4316
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-400
4317
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4318
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-200
4319
$0 ﹤0.01%
7
4320
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-2,162
4321
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-5
4322
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-284
4323
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-400
4324
$0 ﹤0.01%
5
4325
$0 ﹤0.01%
1
-521
170 171 172
173
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