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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
3426
$4K ﹤0.01%
+184
3427
$4K ﹤0.01%
+142
3428
$4K ﹤0.01%
132
+46
3429
$4K ﹤0.01%
+200
3430
$4K ﹤0.01%
110
3431
$4K ﹤0.01%
+317
3432
$4K ﹤0.01%
200
3433
$4K ﹤0.01%
186
-329
3434
$4K ﹤0.01%
+275
3435
$4K ﹤0.01%
197
+137
3436
$4K ﹤0.01%
600
+100
3437
$4K ﹤0.01%
113
-137
3438
$4K ﹤0.01%
+92
3439
$4K ﹤0.01%
246
3440
$4K ﹤0.01%
25
-58
3441
$4K ﹤0.01%
68
-595
3442
$4K ﹤0.01%
392
3443
$4K ﹤0.01%
65
3444
$4K ﹤0.01%
155
3445
$4K ﹤0.01%
330
3446
$4K ﹤0.01%
257
+3
3447
$4K ﹤0.01%
321
3448
$3K ﹤0.01%
10
3449
$3K ﹤0.01%
108
+98
3450
$3K ﹤0.01%
157
136 137
138
139 140