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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
2676
$8K ﹤0.01%
+386
2677
$8K ﹤0.01%
+125
2678
$8K ﹤0.01%
+2,072
2679
$8K ﹤0.01%
+165
2680
$8K ﹤0.01%
+221
2681
$8K ﹤0.01%
+382
2682
$8K ﹤0.01%
+345
2683
$8K ﹤0.01%
+150
2684
$8K ﹤0.01%
+130
2685
$8K ﹤0.01%
+1,244
2686
$8K ﹤0.01%
+60
2687
$8K ﹤0.01%
+50
2688
$8K ﹤0.01%
+8
2689
$8K ﹤0.01%
+125
2690
$8K ﹤0.01%
+103
2691
$8K ﹤0.01%
+300
2692
$8K ﹤0.01%
+324
2693
$8K ﹤0.01%
+1,384
2694
$8K ﹤0.01%
+250
2695
$8K ﹤0.01%
+3,270
2696
$8K ﹤0.01%
+400
2697
$8K ﹤0.01%
+627
2698
$8K ﹤0.01%
+292
2699
$8K ﹤0.01%
+500
2700
$8K ﹤0.01%
+100
106 107
108
109 110