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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
2926
$9K ﹤0.01%
155
-8
2927
$9K ﹤0.01%
145
2928
$9K ﹤0.01%
+1,408
2929
$9K ﹤0.01%
595
+6
2930
$9K ﹤0.01%
513
+500
2931
$9K ﹤0.01%
29
2932
$9K ﹤0.01%
429
-24
2933
$9K ﹤0.01%
182
+36
2934
$9K ﹤0.01%
1,000
2935
$9K ﹤0.01%
+100
2936
$9K ﹤0.01%
121
2937
$9K ﹤0.01%
141
2938
$9K ﹤0.01%
220
2939
$9K ﹤0.01%
460
2940
$9K ﹤0.01%
164
+30
2941
$9K ﹤0.01%
330
2942
$9K ﹤0.01%
108
+33
2943
$9K ﹤0.01%
78
-515
2944
$9K ﹤0.01%
290
2945
$9K ﹤0.01%
134
2946
$9K ﹤0.01%
121
-9
2947
$9K ﹤0.01%
363
+88
2948
$9K ﹤0.01%
600
2949
$9K ﹤0.01%
4,400
2950
$9K ﹤0.01%
900
-2,260
116 117
118
119 120