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
1801
$57K ﹤0.01%
4,161
+4,000
1802
$57K ﹤0.01%
1,173
+181
1803
$56K ﹤0.01%
2,682
-1,330
1804
$56K ﹤0.01%
752
1805
$56K ﹤0.01%
1,103
+178
1806
$56K ﹤0.01%
2,302
1807
$56K ﹤0.01%
519
1808
$56K ﹤0.01%
1,521
-960
1809
$56K ﹤0.01%
2,463
-100
1810
$56K ﹤0.01%
2,319
-935
1811
$56K ﹤0.01%
1,948
-32
1812
$56K ﹤0.01%
1,427
+77
1813
$56K ﹤0.01%
6,854
1814
$56K ﹤0.01%
2,410
1815
$56K ﹤0.01%
3,020
-479
1816
$55K ﹤0.01%
857
+574
1817
$55K ﹤0.01%
2,328
-27
1818
$55K ﹤0.01%
4,650
-5,850
1819
$55K ﹤0.01%
3,797
1820
$55K ﹤0.01%
2,591
+154
1821
$55K ﹤0.01%
7,242
-6,598
1822
$55K ﹤0.01%
4,000
1823
$54K ﹤0.01%
3,890
1824
$54K ﹤0.01%
1,163
+861
1825
$54K ﹤0.01%
674
+348
71 72
73
74 75