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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
3001
$5K ﹤0.01%
+2,478
3002
$5K ﹤0.01%
+1,000
3003
$5K ﹤0.01%
+180
3004
$5K ﹤0.01%
+206
3005
$5K ﹤0.01%
+333
3006
$5K ﹤0.01%
+357
3007
$5K ﹤0.01%
+1,359
3008
$5K ﹤0.01%
+19
3009
$5K ﹤0.01%
+99
3010
$5K ﹤0.01%
+423
3011
$5K ﹤0.01%
+275
3012
$5K ﹤0.01%
+348
3013
$5K ﹤0.01%
+470
3014
$5K ﹤0.01%
+203
3015
$5K ﹤0.01%
+74
3016
$5K ﹤0.01%
+98
3017
$5K ﹤0.01%
+200
3018
$4K ﹤0.01%
+100
3019
$4K ﹤0.01%
+143
3020
$4K ﹤0.01%
+186
3021
$4K ﹤0.01%
+120
3022
$4K ﹤0.01%
+40
3023
$4K ﹤0.01%
+96
3024
$4K ﹤0.01%
+140
3025
$4K ﹤0.01%
+261
119 120
121
122 123