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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
3751
$1K ﹤0.01%
753
3752
$1K ﹤0.01%
56
3753
$1K ﹤0.01%
427
-50
3754
– –
0
3755
$1K ﹤0.01%
+60
3756
$1K ﹤0.01%
+200
3757
$1K ﹤0.01%
40
3758
$1K ﹤0.01%
555
3759
$1K ﹤0.01%
20
-1
3760
$1K ﹤0.01%
+200
3761
$1K ﹤0.01%
16
3762
$1K ﹤0.01%
100
3763
$1K ﹤0.01%
14
3764
$1K ﹤0.01%
11
3765
$1K ﹤0.01%
213
3766
$1K ﹤0.01%
230
3767
$1K ﹤0.01%
19
-89
3768
$1K ﹤0.01%
5,000
3769
$1K ﹤0.01%
1,000
3770
$1K ﹤0.01%
10
-310
3771
$1K ﹤0.01%
12
3772
$1K ﹤0.01%
15
-199
3773
$1K ﹤0.01%
21
3774
$1K ﹤0.01%
130
-90
3775
$1K ﹤0.01%
13
149 150
151
152 153