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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
3026
$4K ﹤0.01%
+301
3027
$4K ﹤0.01%
+140
3028
$4K ﹤0.01%
+129
3029
$4K ﹤0.01%
+1
3030
$4K ﹤0.01%
+1,000
3031
$4K ﹤0.01%
+123
3032
$4K ﹤0.01%
+2,273
3033
$4K ﹤0.01%
+100
3034
$4K ﹤0.01%
+60
3035
$4K ﹤0.01%
+26
3036
$4K ﹤0.01%
+136
3037
$4K ﹤0.01%
+1,200
3038
$4K ﹤0.01%
+17
3039
$4K ﹤0.01%
+57
3040
$4K ﹤0.01%
+1,551
3041
$4K ﹤0.01%
+3,205
3042
$4K ﹤0.01%
+4,800
3043
$4K ﹤0.01%
+120
3044
$4K ﹤0.01%
+150
3045
$4K ﹤0.01%
+109
3046
$4K ﹤0.01%
+146
3047
$4K ﹤0.01%
+117
3048
$4K ﹤0.01%
+300
3049
$4K ﹤0.01%
+151
3050
$4K ﹤0.01%
+300
120 121
122
123 124