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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
2626
$9K ﹤0.01%
+3,899
2627
$9K ﹤0.01%
+20,101
2628
$9K ﹤0.01%
+7,000
2629
$9K ﹤0.01%
+111
2630
$9K ﹤0.01%
+150
2631
$9K ﹤0.01%
+254
2632
$9K ﹤0.01%
+200
2633
$9K ﹤0.01%
+500
2634
$9K ﹤0.01%
+370
2635
$9K ﹤0.01%
+214
2636
$9K ﹤0.01%
+505
2637
$9K ﹤0.01%
+10,000
2638
$9K ﹤0.01%
+180
2639
$9K ﹤0.01%
+390
2640
$9K ﹤0.01%
+605
2641
$9K ﹤0.01%
+3,400
2642
$9K ﹤0.01%
+256
2643
$9K ﹤0.01%
+230
2644
$9K ﹤0.01%
+1,077
2645
$9K ﹤0.01%
+4,486
2646
$9K ﹤0.01%
+777
2647
$9K ﹤0.01%
+2,044
2648
$9K ﹤0.01%
+625
2649
$9K ﹤0.01%
+253
2650
$9K ﹤0.01%
+216