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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
3701
$2K ﹤0.01%
18
3702
$2K ﹤0.01%
+250
3703
$2K ﹤0.01%
+180
3704
$2K ﹤0.01%
1,600
3705
$2K ﹤0.01%
162
+158
3706
$2K ﹤0.01%
29
+11
3707
$2K ﹤0.01%
+100
3708
$2K ﹤0.01%
50
3709
$2K ﹤0.01%
100
3710
$2K ﹤0.01%
550
3711
$1K ﹤0.01%
107
-335
3712
$1K ﹤0.01%
20
3713
$1K ﹤0.01%
135
-10
3714
$1K ﹤0.01%
+19
3715
$1K ﹤0.01%
100
3716
$1K ﹤0.01%
333
3717
$1K ﹤0.01%
10
-250
3718
$1K ﹤0.01%
+55
3719
$1K ﹤0.01%
104
3720
$1K ﹤0.01%
175
-256
3721
$1K ﹤0.01%
20
3722
$1K ﹤0.01%
30
-200
3723
$1K ﹤0.01%
16
3724
$1K ﹤0.01%
21
3725
$1K ﹤0.01%
218
147 148
149
150 151