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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
2076
$35K ﹤0.01%
1,433
-70
2077
$35K ﹤0.01%
1,863
-4,165
2078
$35K ﹤0.01%
25
2079
$35K ﹤0.01%
1,585
+593
2080
$35K ﹤0.01%
1,534
-732
2081
$35K ﹤0.01%
4,000
-50
2082
$35K ﹤0.01%
2,275
2083
$35K ﹤0.01%
+690
2084
$35K ﹤0.01%
748
+643
2085
$34K ﹤0.01%
3,784
-6,576
2086
$34K ﹤0.01%
1,882
+154
2087
$34K ﹤0.01%
536
-105
2088
$34K ﹤0.01%
5,590
+1,000
2089
$34K ﹤0.01%
376
2090
$34K ﹤0.01%
1,247
2091
$34K ﹤0.01%
1,913
-194
2092
$34K ﹤0.01%
1,764
+470
2093
$34K ﹤0.01%
3,740
+3,170
2094
$34K ﹤0.01%
549
+330
2095
$34K ﹤0.01%
4,177
-2,353
2096
$34K ﹤0.01%
654
-20
2097
$34K ﹤0.01%
900
2098
– –
0
2099
$34K ﹤0.01%
511
+213
2100
$34K ﹤0.01%
788
-373
82 83
84
85 86