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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
$1.49B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$28.3M
3
+$20.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$19.1M
5
PG icon
Procter & Gamble
PG
+$18.4M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.48%
2 Healthcare 7.37%
3 Consumer Staples 6.4%
4 Technology 6.08%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$12K ﹤0.01%
+304
2477
$12K ﹤0.01%
+772
2478
$12K ﹤0.01%
+675
2479
$12K ﹤0.01%
+275
2480
$12K ﹤0.01%
+1,900
2481
$12K ﹤0.01%
+451
2482
$12K ﹤0.01%
+438
2483
$12K ﹤0.01%
+442
2484
$12K ﹤0.01%
+493
2485
$12K ﹤0.01%
+239
2486
$12K ﹤0.01%
+1,150
2487
$12K ﹤0.01%
+400
2488
$12K ﹤0.01%
+787
2489
$11K ﹤0.01%
+1,000
2490
$11K ﹤0.01%
+1,000
2491
$11K ﹤0.01%
+595
2492
$11K ﹤0.01%
+491
2493
$11K ﹤0.01%
+915
2494
$11K ﹤0.01%
+90
2495
$11K ﹤0.01%
+135
2496
$11K ﹤0.01%
+1,192
2497
$11K ﹤0.01%
+751
2498
$11K ﹤0.01%
+210
2499
$11K ﹤0.01%
+510
2500
$11K ﹤0.01%
+137
98 99
100
101 102