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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
2376
$22K ﹤0.01%
1,561
+536
2377
$22K ﹤0.01%
897
-498
2378
$22K ﹤0.01%
1,319
+1,090
2379
$22K ﹤0.01%
1,100
2380
$22K ﹤0.01%
1,411
+25
2381
$22K ﹤0.01%
+775
2382
$22K ﹤0.01%
21,208
2383
$22K ﹤0.01%
1,058
+818
2384
$22K ﹤0.01%
202
-139
2385
$22K ﹤0.01%
1,102
+27
2386
$22K ﹤0.01%
+4,450
2387
$22K ﹤0.01%
2,415
+15
2388
$22K ﹤0.01%
2,093
2389
$22K ﹤0.01%
314
+167
2390
$22K ﹤0.01%
1,205
-16
2391
$22K ﹤0.01%
1,129
2392
$21K ﹤0.01%
346
2393
$21K ﹤0.01%
1,344
+508
2394
$21K ﹤0.01%
83
+19
2395
$21K ﹤0.01%
304
-119
2396
$21K ﹤0.01%
583
+339
2397
$21K ﹤0.01%
867
-2,707
2398
$21K ﹤0.01%
282
+82
2399
$21K ﹤0.01%
1,028
-1,969
2400
$21K ﹤0.01%
603
+2
94 95
96
97 98