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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
3101
$4K ﹤0.01%
+262
3102
$4K ﹤0.01%
+100
3103
$4K ﹤0.01%
+362
3104
$4K ﹤0.01%
+111
3105
$4K ﹤0.01%
+854
3106
$4K ﹤0.01%
+246
3107
$4K ﹤0.01%
+392
3108
$4K ﹤0.01%
+750
3109
$4K ﹤0.01%
+34
3110
$4K ﹤0.01%
+290
3111
$4K ﹤0.01%
+847
3112
$4K ﹤0.01%
+150
3113
$4K ﹤0.01%
+374
3114
$4K ﹤0.01%
+205
3115
$4K ﹤0.01%
+330
3116
$4K ﹤0.01%
+55
3117
$4K ﹤0.01%
+712
3118
$4K ﹤0.01%
+350
3119
$3K ﹤0.01%
+3,583
3120
$3K ﹤0.01%
+100
3121
$3K ﹤0.01%
+2
3122
$3K ﹤0.01%
+254
3123
$3K ﹤0.01%
+1,157
3124
$3K ﹤0.01%
+136
3125
$3K ﹤0.01%
+228
123 124
125
126 127