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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
3876
$1K ﹤0.01%
24
3877
– –
0
3878
$1K ﹤0.01%
27
3879
$1K ﹤0.01%
32
-2,614
3880
$1K ﹤0.01%
42
3881
– –
0
3882
$1K ﹤0.01%
+24
3883
$1K ﹤0.01%
100
3884
$1K ﹤0.01%
+143
3885
$1K ﹤0.01%
+600
3886
$1K ﹤0.01%
47
-589
3887
$1K ﹤0.01%
2,332
3888
$1K ﹤0.01%
21
+17
3889
$1K ﹤0.01%
100
3890
$1K ﹤0.01%
96
3891
$1K ﹤0.01%
53
-14
3892
$1K ﹤0.01%
17
3893
$1K ﹤0.01%
+71
3894
$1K ﹤0.01%
27
3895
$1K ﹤0.01%
+21
3896
$1K ﹤0.01%
50
-204
3897
$1K ﹤0.01%
45
3898
$1K ﹤0.01%
34
3899
$1K ﹤0.01%
+101
3900
$1K ﹤0.01%
250
154 155
156
157 158