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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
3251
$3K ﹤0.01%
+105
3252
$3K ﹤0.01%
+120
3253
$3K ﹤0.01%
+250
3254
$3K ﹤0.01%
+1,897
3255
$3K ﹤0.01%
+550
3256
$3K ﹤0.01%
+254
3257
$3K ﹤0.01%
+3,294
3258
$3K ﹤0.01%
+184
3259
$3K ﹤0.01%
+300
3260
$3K ﹤0.01%
+46
3261
$2K ﹤0.01%
+100
3262
$2K ﹤0.01%
+600
3263
$2K ﹤0.01%
+150
3264
$2K ﹤0.01%
+1,686
3265
$2K ﹤0.01%
+63
3266
$2K ﹤0.01%
+361
3267
$2K ﹤0.01%
+169
3268
$2K ﹤0.01%
+110
3269
$2K ﹤0.01%
+37
3270
$2K ﹤0.01%
+272
3271
$2K ﹤0.01%
+1,000
3272
$2K ﹤0.01%
+293
3273
$2K ﹤0.01%
+100
3274
$2K ﹤0.01%
+200
3275
$2K ﹤0.01%
+200
129 130
131
132 133