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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
2901
$6K ﹤0.01%
+126
2902
$6K ﹤0.01%
+43
2903
$6K ﹤0.01%
+329
2904
$6K ﹤0.01%
+343
2905
$6K ﹤0.01%
+1,050
2906
$6K ﹤0.01%
+500
2907
$5K ﹤0.01%
+1,551
2908
$5K ﹤0.01%
+406
2909
$5K ﹤0.01%
+850
2910
$5K ﹤0.01%
+274
2911
$5K ﹤0.01%
+102
2912
$5K ﹤0.01%
+292
2913
$5K ﹤0.01%
+178
2914
$5K ﹤0.01%
+202
2915
$5K ﹤0.01%
+137
2916
$5K ﹤0.01%
+2,200
2917
$5K ﹤0.01%
+476
2918
$5K ﹤0.01%
+200
2919
$5K ﹤0.01%
+95
2920
$5K ﹤0.01%
+250
2921
$5K ﹤0.01%
+200
2922
$5K ﹤0.01%
+87
2923
$5K ﹤0.01%
+94
2924
$5K ﹤0.01%
+156
2925
$5K ﹤0.01%
+3,700