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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
4026
$0 ﹤0.01%
1
4027
$0 ﹤0.01%
32
4028
– –
-1,210
4029
– –
-300
4030
$0 ﹤0.01%
39
4031
– –
-2,233
4032
– –
-874
4033
$0 ﹤0.01%
+100
4034
– –
-3,003
4035
– –
-827
4036
– –
-20
4037
$0 ﹤0.01%
6
4038
$0 ﹤0.01%
117
+3
4039
$0 ﹤0.01%
10
4040
– –
-2,253
4041
– –
-2,692
4042
– –
-1,850
4043
– –
-1,945
4044
– –
0
4045
$0 ﹤0.01%
9
4046
$0 ﹤0.01%
2
4047
– –
-200
4048
$0 ﹤0.01%
30
4049
– –
-33
4050
$0 ﹤0.01%
49
160 161
162
163 164