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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
2501
$11K ﹤0.01%
+400
2502
$11K ﹤0.01%
+106
2503
$11K ﹤0.01%
+585
2504
$11K ﹤0.01%
+152
2505
$11K ﹤0.01%
+49
2506
$11K ﹤0.01%
+675
2507
$11K ﹤0.01%
+800
2508
$11K ﹤0.01%
+189
2509
$11K ﹤0.01%
+314
2510
$11K ﹤0.01%
+155
2511
$11K ﹤0.01%
+101
2512
$11K ﹤0.01%
+457
2513
$11K ﹤0.01%
+1
2514
$11K ﹤0.01%
+1,000
2515
$11K ﹤0.01%
+375
2516
$11K ﹤0.01%
+500
2517
$11K ﹤0.01%
+295
2518
$11K ﹤0.01%
+1,145
2519
$11K ﹤0.01%
+817
2520
$11K ﹤0.01%
+629
2521
$11K ﹤0.01%
+1,586
2522
$11K ﹤0.01%
+400
2523
$11K ﹤0.01%
+2,536
2524
$11K ﹤0.01%
+352
2525
$11K ﹤0.01%
+66
99 100
101
102 103