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
1851
$52K ﹤0.01%
5,756
-1,104
1852
$52K ﹤0.01%
683
+36
1853
$52K ﹤0.01%
1,906
+66
1854
$52K ﹤0.01%
4,021
-2,105
1855
$52K ﹤0.01%
473
-5
1856
$52K ﹤0.01%
619
1857
$52K ﹤0.01%
390
+137
1858
$52K ﹤0.01%
2,825
1859
$52K ﹤0.01%
7,450
1860
$51K ﹤0.01%
716
+706
1861
$51K ﹤0.01%
579
-203
1862
$51K ﹤0.01%
2,533
1863
$51K ﹤0.01%
2,214
+162
1864
$51K ﹤0.01%
1,629
-150
1865
$51K ﹤0.01%
824
+770
1866
$51K ﹤0.01%
3,115
+450
1867
$51K ﹤0.01%
862
+751
1868
$51K ﹤0.01%
+567
1869
$51K ﹤0.01%
1,177
-120
1870
$51K ﹤0.01%
1,224
1871
$51K ﹤0.01%
76,296
-26,060
1872
$50K ﹤0.01%
10,000
1873
$50K ﹤0.01%
5,000
1874
$50K ﹤0.01%
1,261
-69
1875
$50K ﹤0.01%
1,592
+1,287
73 74
75
76 77