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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
3201
$6K ﹤0.01%
439
+406
3202
$6K ﹤0.01%
190
3203
$6K ﹤0.01%
1,600
3204
$6K ﹤0.01%
165
-500
3205
$6K ﹤0.01%
343
+300
3206
$6K ﹤0.01%
600
3207
$6K ﹤0.01%
81
-49
3208
$6K ﹤0.01%
500
3209
$6K ﹤0.01%
510
-1,046
3210
$6K ﹤0.01%
49
+12
3211
$6K ﹤0.01%
112
-53
3212
$6K ﹤0.01%
800
+220
3213
$6K ﹤0.01%
125
+16
3214
$6K ﹤0.01%
64
+10
3215
$6K ﹤0.01%
1,740
+1,000
3216
$6K ﹤0.01%
472
-14,595
3217
$6K ﹤0.01%
350
-114
3218
$6K ﹤0.01%
61
3219
$6K ﹤0.01%
114
-31
3220
$6K ﹤0.01%
3,500
3221
$6K ﹤0.01%
2,417
3222
$6K ﹤0.01%
4,107
-1,468
3223
$6K ﹤0.01%
148
+24
3224
$6K ﹤0.01%
1,335
3225
$6K ﹤0.01%
+590
127 128
129
130 131