IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
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
4,345
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.32M
3
+$6.5M
4
OKE icon
Oneok
OKE
+$5.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.96M

Top Sells

1
+$14.4M
2
+$12.3M
3
+$12M
4
BND icon
Vanguard Total Bond Market
BND
+$11.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$6.83M

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
1976
$43K ﹤0.01%
2,190
+6
1977
$43K ﹤0.01%
507
+50
1978
$43K ﹤0.01%
1,575
-1,550
1979
$43K ﹤0.01%
1,248
-54
1980
$43K ﹤0.01%
1,549
+392
1981
$43K ﹤0.01%
1,720
-421
1982
$42K ﹤0.01%
2,788
+800
1983
$42K ﹤0.01%
1,594
1984
$42K ﹤0.01%
1,008
-724
1985
$42K ﹤0.01%
2,000
-200
1986
$42K ﹤0.01%
421
-499
1987
$42K ﹤0.01%
2,300
1988
$42K ﹤0.01%
1,007
1989
$42K ﹤0.01%
3,207
+350
1990
$42K ﹤0.01%
1,000
1991
$42K ﹤0.01%
7,490
+505
1992
$42K ﹤0.01%
1,765
1993
$42K ﹤0.01%
478
-3
1994
$41K ﹤0.01%
1,744
1995
$41K ﹤0.01%
2,936
+1,636
1996
$41K ﹤0.01%
1,093
+243
1997
$41K ﹤0.01%
1,054
+57
1998
$41K ﹤0.01%
788
-108
1999
$40K ﹤0.01%
242
-133
2000
$40K ﹤0.01%
484
+15
78 79
80
81 82