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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
3051
$4K ﹤0.01%
+500
3052
$4K ﹤0.01%
+583
3053
$4K ﹤0.01%
+13
3054
$4K ﹤0.01%
+25
3055
$4K ﹤0.01%
+100
3056
$4K ﹤0.01%
+222
3057
$4K ﹤0.01%
+98
3058
$4K ﹤0.01%
+325
3059
$4K ﹤0.01%
+225
3060
$4K ﹤0.01%
+110
3061
$4K ﹤0.01%
+100
3062
$4K ﹤0.01%
+40
3063
$4K ﹤0.01%
+297
3064
$4K ﹤0.01%
+523
3065
$4K ﹤0.01%
+165
3066
$4K ﹤0.01%
+78
3067
$4K ﹤0.01%
+163
3068
$4K ﹤0.01%
+188
3069
$4K ﹤0.01%
+86
3070
$4K ﹤0.01%
+124
3071
$4K ﹤0.01%
+84
3072
$4K ﹤0.01%
+100
3073
$4K ﹤0.01%
+31
3074
$4K ﹤0.01%
+12,500
3075
$4K ﹤0.01%
+453
121 122
123
124 125