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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
1826
$54K ﹤0.01%
1,945
-147
1827
$54K ﹤0.01%
904
+712
1828
$54K ﹤0.01%
768
-32
1829
$54K ﹤0.01%
3,890
1830
$54K ﹤0.01%
1,163
+861
1831
$54K ﹤0.01%
674
+348
1832
$54K ﹤0.01%
1,089
-842
1833
$54K ﹤0.01%
645
1834
$53K ﹤0.01%
740
+127
1835
$53K ﹤0.01%
10,826
+4,173
1836
$53K ﹤0.01%
3,398
-2,560
1837
$53K ﹤0.01%
1,660
+200
1838
$53K ﹤0.01%
991
+340
1839
$53K ﹤0.01%
3,380
1840
$53K ﹤0.01%
+1,986
1841
$53K ﹤0.01%
2,039
+117
1842
$52K ﹤0.01%
5,886
-487
1843
$52K ﹤0.01%
2,205
+150
1844
$52K ﹤0.01%
7,496
-848
1845
$52K ﹤0.01%
3,689
+36
1846
$52K ﹤0.01%
16,912
+38
1847
$52K ﹤0.01%
1,115
+500
1848
$52K ﹤0.01%
64
+49
1849
$52K ﹤0.01%
1,211
-1,718
1850
$52K ﹤0.01%
1,350
-83
72 73
74
75 76