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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
4076
$0 ﹤0.01%
+4
4077
$0 ﹤0.01%
19
-5
4078
$0 ﹤0.01%
+12
4079
$0 ﹤0.01%
900
4080
$0 ﹤0.01%
+139
4081
$0 ﹤0.01%
+33
4082
$0 ﹤0.01%
11
4083
$0 ﹤0.01%
1,000
4084
– –
-135
4085
– –
0
4086
$0 ﹤0.01%
16
4087
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-135
4088
– –
-1
4089
$0 ﹤0.01%
1
4090
– –
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4091
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4092
$0 ﹤0.01%
4
4093
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7
4094
$0 ﹤0.01%
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-109
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$0 ﹤0.01%
2
4096
$0 ﹤0.01%
2
4097
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5
4098
– –
-106
4099
– –
-8
4100
$0 ﹤0.01%
21
162 163
164
165 166