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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
3226
$6K ﹤0.01%
434
3227
$6K ﹤0.01%
441
3228
$6K ﹤0.01%
153
-218
3229
$6K ﹤0.01%
1,000
3230
$6K ﹤0.01%
115
3231
$6K ﹤0.01%
132
+19
3232
$6K ﹤0.01%
+200
3233
$5K ﹤0.01%
758
+201
3234
$5K ﹤0.01%
162
3235
$5K ﹤0.01%
871
3236
$5K ﹤0.01%
1,000
3237
$5K ﹤0.01%
224
-60
3238
$5K ﹤0.01%
1,100
3239
$5K ﹤0.01%
208
3240
$5K ﹤0.01%
448
+64
3241
$5K ﹤0.01%
100
-122
3242
$5K ﹤0.01%
29
3243
$5K ﹤0.01%
140
3244
$5K ﹤0.01%
215
-91
3245
$5K ﹤0.01%
4
+1
3246
$5K ﹤0.01%
143
3247
$5K ﹤0.01%
140
+20
3248
$5K ﹤0.01%
234
3249
$5K ﹤0.01%
667
-700
3250
$5K ﹤0.01%
97
128 129
130
131 132