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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
2701
$8K ﹤0.01%
+9,963
2702
$8K ﹤0.01%
+500
2703
$8K ﹤0.01%
+178
2704
$8K ﹤0.01%
+139
2705
$8K ﹤0.01%
+222
2706
$8K ﹤0.01%
+1,393
2707
$8K ﹤0.01%
+827
2708
$8K ﹤0.01%
+348
2709
$8K ﹤0.01%
+1,040
2710
$8K ﹤0.01%
+259
2711
$8K ﹤0.01%
+563
2712
$8K ﹤0.01%
+10
2713
$8K ﹤0.01%
+250
2714
$8K ﹤0.01%
+416
2715
$8K ﹤0.01%
+289
2716
$7K ﹤0.01%
+126
2717
$7K ﹤0.01%
+401
2718
$7K ﹤0.01%
+1,396
2719
$7K ﹤0.01%
+111
2720
$7K ﹤0.01%
+150
2721
$7K ﹤0.01%
+6
2722
$7K ﹤0.01%
+655
2723
$7K ﹤0.01%
+164
2724
$7K ﹤0.01%
+490
2725
$7K ﹤0.01%
+106
107 108
109
110 111