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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
2776
$12K ﹤0.01%
290
2777
$12K ﹤0.01%
318
2778
$12K ﹤0.01%
114
2779
$12K ﹤0.01%
87
-16
2780
$12K ﹤0.01%
363
2781
$12K ﹤0.01%
739
+50
2782
$12K ﹤0.01%
167
2783
$12K ﹤0.01%
440
2784
$12K ﹤0.01%
222
+1
2785
$12K ﹤0.01%
135
-37
2786
$12K ﹤0.01%
900
2787
$12K ﹤0.01%
401
2788
$12K ﹤0.01%
230
2789
$12K ﹤0.01%
440
+226
2790
$12K ﹤0.01%
160
2791
$12K ﹤0.01%
838
-473
2792
$12K ﹤0.01%
1,000
2793
$12K ﹤0.01%
524
+88
2794
$12K ﹤0.01%
1,344
-411
2795
$12K ﹤0.01%
274
+16
2796
$12K ﹤0.01%
655
+224
2797
$12K ﹤0.01%
1,100
2798
$12K ﹤0.01%
618
+3
2799
$12K ﹤0.01%
+1,308
2800
$12K ﹤0.01%
490
110 111
112
113 114