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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
2526
$11K ﹤0.01%
+500
2527
$11K ﹤0.01%
+775
2528
$11K ﹤0.01%
+224
2529
$11K ﹤0.01%
+85
2530
$11K ﹤0.01%
+518
2531
$11K ﹤0.01%
+2,115
2532
$11K ﹤0.01%
+500
2533
$11K ﹤0.01%
+6,610
2534
$11K ﹤0.01%
+4,536
2535
$11K ﹤0.01%
+810
2536
$11K ﹤0.01%
+221
2537
$11K ﹤0.01%
+354
2538
$11K ﹤0.01%
+1,082
2539
$11K ﹤0.01%
+355
2540
$11K ﹤0.01%
+201
2541
$11K ﹤0.01%
+342
2542
$11K ﹤0.01%
+100
2543
$11K ﹤0.01%
+290
2544
$10K ﹤0.01%
+143
2545
$10K ﹤0.01%
+2,096
2546
$10K ﹤0.01%
+1,000
2547
$10K ﹤0.01%
+550
2548
$10K ﹤0.01%
+42
2549
$10K ﹤0.01%
+2,750
2550
$10K ﹤0.01%
+338
100 101
102
103 104