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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
3326
$2K ﹤0.01%
+80
3327
$2K ﹤0.01%
+41
3328
$2K ﹤0.01%
+500
3329
$2K ﹤0.01%
+98
3330
$2K ﹤0.01%
+165
3331
$2K ﹤0.01%
+5
3332
$2K ﹤0.01%
+21
3333
$2K ﹤0.01%
+122
3334
$2K ﹤0.01%
+46
3335
$2K ﹤0.01%
+88
3336
$2K ﹤0.01%
+60
3337
$2K ﹤0.01%
+253
3338
$2K ﹤0.01%
+400
3339
$2K ﹤0.01%
+283
3340
$2K ﹤0.01%
+80
3341
$2K ﹤0.01%
+140
3342
$2K ﹤0.01%
+24
3343
$2K ﹤0.01%
+28
3344
$2K ﹤0.01%
+29
3345
$2K ﹤0.01%
+32
3346
$2K ﹤0.01%
+39
3347
$2K ﹤0.01%
+20
3348
$2K ﹤0.01%
+151
3349
$2K ﹤0.01%
+39
3350
$2K ﹤0.01%
+50
132 133
134
135 136