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
2351
$23K ﹤0.01%
8,333
+1,087
2352
$23K ﹤0.01%
246
+183
2353
$23K ﹤0.01%
1,230
+952
2354
$23K ﹤0.01%
466
-732
2355
$23K ﹤0.01%
279
+30
2356
$23K ﹤0.01%
+200
2357
$23K ﹤0.01%
1,686
-271
2358
$23K ﹤0.01%
670
+258
2359
$22K ﹤0.01%
1,000
2360
$22K ﹤0.01%
456
+297
2361
$22K ﹤0.01%
3
2362
$22K ﹤0.01%
2,584
-29
2363
$22K ﹤0.01%
1,561
+536
2364
$22K ﹤0.01%
2,239
+2,000
2365
$22K ﹤0.01%
1,846
+4
2366
$22K ﹤0.01%
2,100
2367
$22K ﹤0.01%
325
-40
2368
$22K ﹤0.01%
2,093
2369
$22K ﹤0.01%
314
+167
2370
$22K ﹤0.01%
1,205
-16
2371
$22K ﹤0.01%
1,129
2372
$22K ﹤0.01%
83
2373
$22K ﹤0.01%
355
+1
2374
$22K ﹤0.01%
688
+530
2375
$22K ﹤0.01%
595
93 94
95
96 97