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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
2751
$7K ﹤0.01%
+665
2752
$7K ﹤0.01%
+325
2753
$7K ﹤0.01%
+105
2754
$7K ﹤0.01%
+433
2755
$7K ﹤0.01%
+192
2756
$7K ﹤0.01%
+390
2757
$7K ﹤0.01%
+115
2758
$7K ﹤0.01%
+1,440
2759
$7K ﹤0.01%
+713
2760
$7K ﹤0.01%
+2,700
2761
$7K ﹤0.01%
+294
2762
$7K ﹤0.01%
+179
2763
$7K ﹤0.01%
+273
2764
$7K ﹤0.01%
+180
2765
$7K ﹤0.01%
+315
2766
$7K ﹤0.01%
+148
2767
$7K ﹤0.01%
+500
2768
$7K ﹤0.01%
+138
2769
$7K ﹤0.01%
+115
2770
$7K ﹤0.01%
+11
2771
$7K ﹤0.01%
+123
2772
$7K ﹤0.01%
+238
2773
$7K ﹤0.01%
+75
2774
$7K ﹤0.01%
+237
2775
$7K ﹤0.01%
+400