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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
3276
$5K ﹤0.01%
165
3277
$5K ﹤0.01%
378
-685
3278
$5K ﹤0.01%
757
3279
$5K ﹤0.01%
100
-5,368
3280
$5K ﹤0.01%
100
3281
$5K ﹤0.01%
173
3282
$5K ﹤0.01%
+200
3283
$5K ﹤0.01%
204
+156
3284
$5K ﹤0.01%
1,000
+750
3285
$5K ﹤0.01%
75
+44
3286
$5K ﹤0.01%
173
-4
3287
$5K ﹤0.01%
283
-767
3288
$5K ﹤0.01%
118
3289
$5K ﹤0.01%
327
3290
$5K ﹤0.01%
304
3291
$5K ﹤0.01%
148
-400
3292
$5K ﹤0.01%
6
+3
3293
$5K ﹤0.01%
300
3294
$5K ﹤0.01%
60
3295
$5K ﹤0.01%
21
-14
3296
$5K ﹤0.01%
195
3297
$5K ﹤0.01%
69
3298
$5K ﹤0.01%
250
-208
3299
$5K ﹤0.01%
500
3300
$5K ﹤0.01%
205
130 131
132
133 134