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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
3376
$4K ﹤0.01%
388
-165
3377
$4K ﹤0.01%
+100
3378
$4K ﹤0.01%
+100
3379
$4K ﹤0.01%
400
3380
$4K ﹤0.01%
240
-630
3381
$4K ﹤0.01%
100
-8
3382
$4K ﹤0.01%
80
3383
$4K ﹤0.01%
202
3384
$4K ﹤0.01%
144
+35
3385
$4K ﹤0.01%
137
+135
3386
$4K ﹤0.01%
200
3387
$4K ﹤0.01%
+105
3388
$4K ﹤0.01%
82
3389
$4K ﹤0.01%
400
3390
$4K ﹤0.01%
135
-33
3391
$4K ﹤0.01%
+200
3392
$4K ﹤0.01%
122
3393
$4K ﹤0.01%
35
-36,089
3394
$4K ﹤0.01%
177
-366
3395
$4K ﹤0.01%
33
-572
3396
$4K ﹤0.01%
144
-5,530
3397
$4K ﹤0.01%
179
-94
3398
$4K ﹤0.01%
+108
3399
$4K ﹤0.01%
90
3400
$4K ﹤0.01%
145
+93
134 135
136
137 138