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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
3901
$1K ﹤0.01%
42
3902
$1K ﹤0.01%
44
3903
$1K ﹤0.01%
+36
3904
$1K ﹤0.01%
28
-400
3905
$1K ﹤0.01%
52
3906
$1K ﹤0.01%
22
-102
3907
$1K ﹤0.01%
21
3908
$1K ﹤0.01%
122
3909
– –
0
3910
$1K ﹤0.01%
36
3911
$1K ﹤0.01%
275
+175
3912
$1K ﹤0.01%
40
3913
$1K ﹤0.01%
53
-50
3914
$1K ﹤0.01%
100
3915
$1K ﹤0.01%
70
3916
$1K ﹤0.01%
67
3917
$1K ﹤0.01%
75
3918
$1K ﹤0.01%
46
3919
$1K ﹤0.01%
100
-629
3920
$1K ﹤0.01%
775
3921
$1K ﹤0.01%
50
3922
$1K ﹤0.01%
+49
3923
$1K ﹤0.01%
25
3924
$0 ﹤0.01%
2,000
3925
– –
-284
155 156
157
158 159