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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
3501
$3K ﹤0.01%
100
3502
$3K ﹤0.01%
195
-755
3503
$3K ﹤0.01%
27
+21
3504
$3K ﹤0.01%
135
3505
$3K ﹤0.01%
100
3506
$3K ﹤0.01%
112
-144
3507
$3K ﹤0.01%
374
+4
3508
$3K ﹤0.01%
36
-23
3509
$3K ﹤0.01%
74
+59
3510
$3K ﹤0.01%
175
3511
$3K ﹤0.01%
79
-162
3512
$3K ﹤0.01%
261
-539
3513
$3K ﹤0.01%
251
+1
3514
$3K ﹤0.01%
48
3515
$3K ﹤0.01%
290
3516
$3K ﹤0.01%
1,000
3517
$3K ﹤0.01%
231
3518
$3K ﹤0.01%
80
3519
$3K ﹤0.01%
+5,000
3520
$3K ﹤0.01%
500
-9,320
3521
$3K ﹤0.01%
20
3522
$3K ﹤0.01%
99
+65
3523
$3K ﹤0.01%
33
-1,300
3524
$3K ﹤0.01%
1,429
-285
3525
$3K ﹤0.01%
3,400
139 140
141
142 143