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
2426
$21K ﹤0.01%
450
-660
2427
$21K ﹤0.01%
1,660
-40
2428
$21K ﹤0.01%
239
2429
$21K ﹤0.01%
942
+300
2430
$21K ﹤0.01%
307
+143
2431
$21K ﹤0.01%
156
+125
2432
$20K ﹤0.01%
1,493
+993
2433
$20K ﹤0.01%
700
+500
2434
$20K ﹤0.01%
144
-3
2435
$20K ﹤0.01%
788
2436
$20K ﹤0.01%
517
+29
2437
$20K ﹤0.01%
1,017
-326
2438
$20K ﹤0.01%
256
+20
2439
$20K ﹤0.01%
6,200
2440
$20K ﹤0.01%
450
-240
2441
$20K ﹤0.01%
816
+687
2442
$20K ﹤0.01%
417
-2,906
2443
$20K ﹤0.01%
2,798
2444
$20K ﹤0.01%
2,228
2445
$20K ﹤0.01%
1,092
2446
$20K ﹤0.01%
664
+94
2447
$20K ﹤0.01%
2,212
+412
2448
$20K ﹤0.01%
254
+232
2449
$20K ﹤0.01%
1,233
+18
2450
$20K ﹤0.01%
111
+1
96 97
98
99 100