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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
2851
$6K ﹤0.01%
+471
2852
$6K ﹤0.01%
+140
2853
$6K ﹤0.01%
+316
2854
$6K ﹤0.01%
+121
2855
$6K ﹤0.01%
+103
2856
$6K ﹤0.01%
+200
2857
$6K ﹤0.01%
+412
2858
$6K ﹤0.01%
+151
2859
$6K ﹤0.01%
+710
2860
$6K ﹤0.01%
+128
2861
$6K ﹤0.01%
+156
2862
$6K ﹤0.01%
+126
2863
$6K ﹤0.01%
+400
2864
$6K ﹤0.01%
+245
2865
$6K ﹤0.01%
+886
2866
$6K ﹤0.01%
+400
2867
$6K ﹤0.01%
+482
2868
$6K ﹤0.01%
+493
2869
$6K ﹤0.01%
+328
2870
$6K ﹤0.01%
+135
2871
$6K ﹤0.01%
+264
2872
$6K ﹤0.01%
+80
2873
$6K ﹤0.01%
+219
2874
$6K ﹤0.01%
+58
2875
$6K ﹤0.01%
+500