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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
2776
$7K ﹤0.01%
+182
2777
$7K ﹤0.01%
+515
2778
$7K ﹤0.01%
+1,467
2779
$7K ﹤0.01%
+573
2780
$7K ﹤0.01%
+520
2781
$7K ﹤0.01%
+298
2782
$7K ﹤0.01%
+153
2783
$7K ﹤0.01%
+350
2784
$7K ﹤0.01%
+238
2785
$7K ﹤0.01%
+400
2786
$7K ﹤0.01%
+335
2787
$7K ﹤0.01%
+350
2788
$7K ﹤0.01%
+800
2789
$7K ﹤0.01%
+377
2790
$7K ﹤0.01%
+175
2791
$7K ﹤0.01%
+200
2792
$7K ﹤0.01%
+70
2793
$7K ﹤0.01%
+450
2794
$7K ﹤0.01%
+462
2795
$7K ﹤0.01%
+130
2796
$7K ﹤0.01%
+115
2797
$7K ﹤0.01%
+114,130
2798
$7K ﹤0.01%
+2,749
2799
$7K ﹤0.01%
+6,491
2800
$7K ﹤0.01%
+1,500