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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
3076
$7K ﹤0.01%
213
-3,729
3077
$7K ﹤0.01%
45
3078
$7K ﹤0.01%
200
3079
$7K ﹤0.01%
200
3080
$7K ﹤0.01%
241
3081
$7K ﹤0.01%
159
3082
$7K ﹤0.01%
138
-17
3083
$7K ﹤0.01%
+213
3084
$7K ﹤0.01%
35
3085
$7K ﹤0.01%
13,240
+5,000
3086
$7K ﹤0.01%
262
-2,868
3087
$7K ﹤0.01%
120
+100
3088
$7K ﹤0.01%
456
3089
$7K ﹤0.01%
605
3090
$7K ﹤0.01%
280
3091
$7K ﹤0.01%
123
+66
3092
$7K ﹤0.01%
542
3093
$7K ﹤0.01%
+235
3094
$7K ﹤0.01%
460
-19,152
3095
$7K ﹤0.01%
241
3096
$7K ﹤0.01%
276
3097
$7K ﹤0.01%
312
3098
$7K ﹤0.01%
126
3099
$7K ﹤0.01%
+116
3100
$7K ﹤0.01%
100
122 123
124
125 126