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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
2826
$6K ﹤0.01%
+420
2827
$6K ﹤0.01%
+144
2828
$6K ﹤0.01%
+408
2829
$6K ﹤0.01%
+61
2830
$6K ﹤0.01%
+675
2831
$6K ﹤0.01%
+300
2832
$6K ﹤0.01%
+106
2833
$6K ﹤0.01%
+272
2834
$6K ﹤0.01%
+180
2835
$6K ﹤0.01%
+206
2836
$6K ﹤0.01%
+760
2837
$6K ﹤0.01%
+126
2838
$6K ﹤0.01%
+163
2839
$6K ﹤0.01%
+276
2840
$6K ﹤0.01%
+188
2841
$6K ﹤0.01%
+1,104
2842
$6K ﹤0.01%
+455
2843
$6K ﹤0.01%
+106
2844
$6K ﹤0.01%
+369
2845
$6K ﹤0.01%
+373
2846
$6K ﹤0.01%
+400
2847
$6K ﹤0.01%
+161
2848
$6K ﹤0.01%
+400
2849
$6K ﹤0.01%
+103
2850
$6K ﹤0.01%
+248