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
1951
$44K ﹤0.01%
1,620
1952
$44K ﹤0.01%
1,332
+75
1953
$44K ﹤0.01%
1,404
+4
1954
$44K ﹤0.01%
1,237
-1,624
1955
$44K ﹤0.01%
2,705
+13
1956
$44K ﹤0.01%
846
1957
$44K ﹤0.01%
2,095
+85
1958
$44K ﹤0.01%
852
-126
1959
$44K ﹤0.01%
5,970
-1,058
1960
$44K ﹤0.01%
481
-73
1961
$44K ﹤0.01%
2,935
+1,355
1962
$44K ﹤0.01%
3,970
1963
$44K ﹤0.01%
1,540
1964
$44K ﹤0.01%
2,010
1965
$44K ﹤0.01%
1,868
+80
1966
$43K ﹤0.01%
1,549
+392
1967
$43K ﹤0.01%
1,720
-421
1968
$43K ﹤0.01%
3,500
-1,750
1969
$43K ﹤0.01%
3,090
1970
$43K ﹤0.01%
1,412
-2,485
1971
$43K ﹤0.01%
2,989
+2,578
1972
$43K ﹤0.01%
524
+241
1973
$43K ﹤0.01%
3,370
1974
$43K ﹤0.01%
2,253
1975
$43K ﹤0.01%
463
77 78
79
80 81