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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
3301
$5K ﹤0.01%
392
-539
3302
$5K ﹤0.01%
1,000
3303
$5K ﹤0.01%
225
3304
$5K ﹤0.01%
375
3305
$5K ﹤0.01%
200
3306
$5K ﹤0.01%
1,773
+367
3307
$5K ﹤0.01%
222
+1
3308
$5K ﹤0.01%
268
3309
$5K ﹤0.01%
215
3310
$5K ﹤0.01%
+159
3311
$5K ﹤0.01%
199
3312
$5K ﹤0.01%
3,899
3313
$5K ﹤0.01%
500
3314
$5K ﹤0.01%
600
3315
$5K ﹤0.01%
650
+19
3316
$5K ﹤0.01%
325
3317
$5K ﹤0.01%
500
3318
$5K ﹤0.01%
412
3319
$5K ﹤0.01%
224
-71
3320
$5K ﹤0.01%
6,550
-2,977
3321
$5K ﹤0.01%
308
-381
3322
$5K ﹤0.01%
634
3323
$5K ﹤0.01%
229
-24
3324
$5K ﹤0.01%
522
-67
3325
$5K ﹤0.01%
135
-81
131 132
133
134 135