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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
2601
$9K ﹤0.01%
+205
2602
$9K ﹤0.01%
+331
2603
$9K ﹤0.01%
+174
2604
$9K ﹤0.01%
+531
2605
$9K ﹤0.01%
+2,100
2606
$9K ﹤0.01%
+186
2607
$9K ﹤0.01%
+1,363
2608
$9K ﹤0.01%
+219
2609
$9K ﹤0.01%
+415
2610
$9K ﹤0.01%
+701
2611
$9K ﹤0.01%
+170
2612
$9K ﹤0.01%
+362
2613
$9K ﹤0.01%
+120
2614
$9K ﹤0.01%
+74
2615
$9K ﹤0.01%
+95
2616
$9K ﹤0.01%
+825
2617
$9K ﹤0.01%
+179
2618
$9K ﹤0.01%
+200
2619
$9K ﹤0.01%
+174
2620
$9K ﹤0.01%
+886
2621
$9K ﹤0.01%
+2,273
2622
$9K ﹤0.01%
+785
2623
$9K ﹤0.01%
+800
2624
$9K ﹤0.01%
+130
2625
$9K ﹤0.01%
+200