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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
3101
$7K ﹤0.01%
118
3102
$7K ﹤0.01%
449
3103
$7K ﹤0.01%
44
+2
3104
$7K ﹤0.01%
383
3105
$7K ﹤0.01%
1,164
-576
3106
$7K ﹤0.01%
247
3107
$7K ﹤0.01%
195
3108
$7K ﹤0.01%
500
+65
3109
$7K ﹤0.01%
530
-2,017
3110
$7K ﹤0.01%
970
+670
3111
$7K ﹤0.01%
146
3112
$7K ﹤0.01%
60
+6
3113
$7K ﹤0.01%
+45
3114
$7K ﹤0.01%
315
+300
3115
$7K ﹤0.01%
+22
3116
$7K ﹤0.01%
169
3117
$7K ﹤0.01%
723
3118
$7K ﹤0.01%
213
-100
3119
$7K ﹤0.01%
640
-309
3120
$7K ﹤0.01%
1,513
+475
3121
$7K ﹤0.01%
10
+1
3122
$7K ﹤0.01%
498
+4
3123
$7K ﹤0.01%
328
3124
$7K ﹤0.01%
42
3125
$7K ﹤0.01%
160
+40
123 124
125
126 127