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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
4001
$0 ﹤0.01%
11
4002
– –
-770
4003
$0 ﹤0.01%
1
4004
$0 ﹤0.01%
76
4005
$0 ﹤0.01%
108
4006
– –
-7,665
4007
– –
-27,987
4008
– –
-1,408
4009
– –
-49,000
4010
– –
-200
4011
– –
-7
4012
– –
-18,343
4013
– –
-190
4014
– –
-4,380
4015
– –
-3,557
4016
– –
-2,400
4017
– –
-140
4018
– –
-457
4019
– –
-33
4020
– –
-177
4021
– –
-100
4022
– –
-41
4023
– –
-7,664
4024
– –
-55
4025
– –
-749
159 160
161
162 163