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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
3176
$3K ﹤0.01%
+400
3177
$3K ﹤0.01%
+1,500
3178
$3K ﹤0.01%
+85
3179
$3K ﹤0.01%
+91
3180
$3K ﹤0.01%
+207
3181
$3K ﹤0.01%
+300
3182
$3K ﹤0.01%
+115
3183
$3K ﹤0.01%
+135
3184
$3K ﹤0.01%
+169
3185
$3K ﹤0.01%
+200
3186
$3K ﹤0.01%
+131
3187
$3K ﹤0.01%
+100
3188
$3K ﹤0.01%
+300
3189
$3K ﹤0.01%
+165
3190
$3K ﹤0.01%
+132
3191
$3K ﹤0.01%
+517
3192
$3K ﹤0.01%
+2,680
3193
$3K ﹤0.01%
+127
3194
$3K ﹤0.01%
+117
3195
$3K ﹤0.01%
+5,700
3196
$3K ﹤0.01%
+121
3197
$3K ﹤0.01%
+300
3198
$3K ﹤0.01%
+76
3199
$3K ﹤0.01%
+54
3200
$3K ﹤0.01%
+117
126 127
128
129 130