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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
2901
$10K ﹤0.01%
400
2902
$10K ﹤0.01%
+665
2903
$10K ﹤0.01%
323
-30
2904
$10K ﹤0.01%
+1
2905
$10K ﹤0.01%
2,529
+67
2906
$10K ﹤0.01%
137
-720
2907
$10K ﹤0.01%
400
-800
2908
$10K ﹤0.01%
1,260
-1,062
2909
$10K ﹤0.01%
303
+84
2910
$10K ﹤0.01%
119
2911
$10K ﹤0.01%
1,000
-100
2912
$10K ﹤0.01%
4,087
+39
2913
$10K ﹤0.01%
8
2914
$10K ﹤0.01%
550
2915
$10K ﹤0.01%
439
2916
$10K ﹤0.01%
400
2917
$10K ﹤0.01%
124
-40
2918
$10K ﹤0.01%
12,943
-800
2919
$10K ﹤0.01%
2,839
2920
$10K ﹤0.01%
4,450
2921
$10K ﹤0.01%
882
+4
2922
$10K ﹤0.01%
400
2923
$10K ﹤0.01%
283
2924
$9K ﹤0.01%
151
+107
2925
$9K ﹤0.01%
1
115 116
117
118 119