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
2001
$40K ﹤0.01%
2,920
-2,450
2002
$40K ﹤0.01%
7,648
+5,812
2003
$40K ﹤0.01%
24
-12
2004
$40K ﹤0.01%
3,098
2005
$40K ﹤0.01%
887
+15
2006
$40K ﹤0.01%
3,597
-286
2007
$40K ﹤0.01%
3,200
2008
$40K ﹤0.01%
+5,800
2009
$39K ﹤0.01%
1,417
+33
2010
$39K ﹤0.01%
+1,342
2011
$39K ﹤0.01%
883
2012
$39K ﹤0.01%
1,124
+224
2013
$39K ﹤0.01%
1,350
2014
$39K ﹤0.01%
3,416
+504
2015
$39K ﹤0.01%
978
+79
2016
$39K ﹤0.01%
1,421
-650
2017
$39K ﹤0.01%
134
+120
2018
$39K ﹤0.01%
5,601
-25,582
2019
$38K ﹤0.01%
416
-60
2020
$38K ﹤0.01%
1,341
+750
2021
$38K ﹤0.01%
450
+96
2022
$38K ﹤0.01%
504
2023
$38K ﹤0.01%
4,422
-793
2024
$38K ﹤0.01%
+1,796
2025
$38K ﹤0.01%
1,435
+1,210
79 80
81
82 83