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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
3351
$4K ﹤0.01%
+200
3352
$4K ﹤0.01%
+100
3353
$4K ﹤0.01%
130
+32
3354
$4K ﹤0.01%
+796
3355
$4K ﹤0.01%
171
-27
3356
$4K ﹤0.01%
138
3357
$4K ﹤0.01%
100
3358
$4K ﹤0.01%
375
3359
$4K ﹤0.01%
+180
3360
$4K ﹤0.01%
48
3361
$4K ﹤0.01%
+1,150
3362
$4K ﹤0.01%
236
3363
$4K ﹤0.01%
98
-2,264
3364
$4K ﹤0.01%
132
3365
$4K ﹤0.01%
64
3366
$4K ﹤0.01%
900
3367
$4K ﹤0.01%
100
3368
$4K ﹤0.01%
239
-4
3369
$4K ﹤0.01%
117
3370
$4K ﹤0.01%
+150
3371
$4K ﹤0.01%
100
3372
$4K ﹤0.01%
1,153
3373
$4K ﹤0.01%
100
3374
$4K ﹤0.01%
152
3375
$4K ﹤0.01%
76
133 134
135
136 137