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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
2551
$17K ﹤0.01%
2
2552
$17K ﹤0.01%
1,900
-1,000
2553
$17K ﹤0.01%
330
2554
$17K ﹤0.01%
218
2555
$17K ﹤0.01%
510
2556
$17K ﹤0.01%
500
+200
2557
$17K ﹤0.01%
332
-39
2558
$17K ﹤0.01%
204
+84
2559
$17K ﹤0.01%
1,712
+254
2560
$17K ﹤0.01%
775
2561
$17K ﹤0.01%
500
-200
2562
$17K ﹤0.01%
900
+146
2563
$17K ﹤0.01%
900
2564
$17K ﹤0.01%
800
2565
$17K ﹤0.01%
+2,000
2566
$17K ﹤0.01%
+500
2567
$17K ﹤0.01%
893
+661
2568
$17K ﹤0.01%
551
+421
2569
$17K ﹤0.01%
327
+10
2570
$17K ﹤0.01%
+1
2571
$17K ﹤0.01%
236
-37
2572
$17K ﹤0.01%
686
2573
$17K ﹤0.01%
900
-800
2574
$17K ﹤0.01%
2,000
2575
$17K ﹤0.01%
565
+158
101 102
103
104 105