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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
3926
– –
-400
3927
$0 ﹤0.01%
5
3928
$0 ﹤0.01%
1
-521
3929
$0 ﹤0.01%
4
3930
– –
-185
3931
– –
-450
3932
– –
-120
3933
– –
-40,712
3934
– –
-47,393
3935
– –
-1,308
3936
– –
-6,600
3937
– –
0
3938
– –
-125
3939
– –
-5,657
3940
– –
-7,842
3941
– –
-65,777
3942
$0 ﹤0.01%
28
3943
$0 ﹤0.01%
24
3944
$0 ﹤0.01%
1
3945
– –
-50
3946
– –
-525
3947
$0 ﹤0.01%
9
3948
– –
-384
3949
– –
0
3950
– –
-116
156 157
158
159 160