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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
2951
$5K ﹤0.01%
+125
2952
$5K ﹤0.01%
+408
2953
$5K ﹤0.01%
+114
2954
$5K ﹤0.01%
+100
2955
$5K ﹤0.01%
+100
2956
$5K ﹤0.01%
+233
2957
$5K ﹤0.01%
+165
2958
$5K ﹤0.01%
+215
2959
$5K ﹤0.01%
+123
2960
$5K ﹤0.01%
+204
2961
$5K ﹤0.01%
+150
2962
$5K ﹤0.01%
+300
2963
$5K ﹤0.01%
+220
2964
$5K ﹤0.01%
+110
2965
$5K ﹤0.01%
+355
2966
$5K ﹤0.01%
+209
2967
$5K ﹤0.01%
+2
2968
$5K ﹤0.01%
+1,000
2969
$5K ﹤0.01%
+63
2970
$5K ﹤0.01%
+207
2971
$5K ﹤0.01%
+278
2972
$5K ﹤0.01%
+173
2973
$5K ﹤0.01%
+550
2974
$5K ﹤0.01%
+200
2975
$5K ﹤0.01%
+130
117 118
119
120 121