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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
3976
$0 ﹤0.01%
2
3977
$0 ﹤0.01%
5
3978
$0 ﹤0.01%
53
+25
3979
– –
0
3980
$0 ﹤0.01%
12
3981
– –
-22
3982
$0 ﹤0.01%
12
3983
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3984
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3985
$0 ﹤0.01%
1,800
3986
$0 ﹤0.01%
+36
3987
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3988
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-350
3989
$0 ﹤0.01%
2
3990
– –
-2,975
3991
$0 ﹤0.01%
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3992
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+10
3993
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22
3994
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$0 ﹤0.01%
37
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3996
$0 ﹤0.01%
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3997
$0 ﹤0.01%
49
3998
– –
-62
3999
$0 ﹤0.01%
4
4000
$0 ﹤0.01%
7
-190
158 159
160
161 162