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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
3401
$4K ﹤0.01%
63
+3
3402
$4K ﹤0.01%
59
3403
$4K ﹤0.01%
541
3404
$4K ﹤0.01%
+12
3405
$4K ﹤0.01%
93
3406
$4K ﹤0.01%
+27
3407
$4K ﹤0.01%
278
3408
$4K ﹤0.01%
+300
3409
$4K ﹤0.01%
826
-7
3410
$4K ﹤0.01%
209
+42
3411
$4K ﹤0.01%
154
-354
3412
$4K ﹤0.01%
154
3413
$4K ﹤0.01%
179
3414
$4K ﹤0.01%
181
+103
3415
$4K ﹤0.01%
197
-232
3416
$4K ﹤0.01%
179
-32
3417
$4K ﹤0.01%
451
+41
3418
$4K ﹤0.01%
115
+37
3419
$4K ﹤0.01%
83
3420
$4K ﹤0.01%
+113
3421
$4K ﹤0.01%
200
3422
$4K ﹤0.01%
600
3423
$4K ﹤0.01%
200
3424
$4K ﹤0.01%
130
+1
3425
$4K ﹤0.01%
84
-400
135 136
137
138 139