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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
3226
$3K ﹤0.01%
+84
3227
$3K ﹤0.01%
+410
3228
$3K ﹤0.01%
+257
3229
$3K ﹤0.01%
+282
3230
$3K ﹤0.01%
+681
3231
$3K ﹤0.01%
+141
3232
$3K ﹤0.01%
+330
3233
$3K ﹤0.01%
+254
3234
$3K ﹤0.01%
+100
3235
$3K ﹤0.01%
+149
3236
$3K ﹤0.01%
+354
3237
$3K ﹤0.01%
+196
3238
$3K ﹤0.01%
+118
3239
$3K ﹤0.01%
+267
3240
$3K ﹤0.01%
+150
3241
$3K ﹤0.01%
+126
3242
$3K ﹤0.01%
+299
3243
$3K ﹤0.01%
+123
3244
$3K ﹤0.01%
+100
3245
$3K ﹤0.01%
+148
3246
$3K ﹤0.01%
+138
3247
$3K ﹤0.01%
+240
3248
$3K ﹤0.01%
+78
3249
– –
0
3250
$3K ﹤0.01%
+7,664
128 129
130
131 132