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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
2726
$7K ﹤0.01%
+1,143
2727
$7K ﹤0.01%
+550
2728
$7K ﹤0.01%
+509
2729
$7K ﹤0.01%
+35
2730
$7K ﹤0.01%
+925
2731
$7K ﹤0.01%
+225
2732
$7K ﹤0.01%
+24
2733
$7K ﹤0.01%
+1,000
2734
$7K ﹤0.01%
+538
2735
$7K ﹤0.01%
+252
2736
$7K ﹤0.01%
+140
2737
$7K ﹤0.01%
+432
2738
$7K ﹤0.01%
+340
2739
$7K ﹤0.01%
+30
2740
$7K ﹤0.01%
+714
2741
$7K ﹤0.01%
+264
2742
$7K ﹤0.01%
+400
2743
$7K ﹤0.01%
+640
2744
$7K ﹤0.01%
+33
2745
$7K ﹤0.01%
+383
2746
$7K ﹤0.01%
+963
2747
$7K ﹤0.01%
+132
2748
$7K ﹤0.01%
+22
2749
$7K ﹤0.01%
+345
2750
$7K ﹤0.01%
+843