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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
3351
$2K ﹤0.01%
+100
3352
$2K ﹤0.01%
+72
3353
$2K ﹤0.01%
+184
3354
$2K ﹤0.01%
+127
3355
$2K ﹤0.01%
+251
3356
$2K ﹤0.01%
+2,000
3357
$2K ﹤0.01%
+52
3358
$2K ﹤0.01%
+116
3359
$2K ﹤0.01%
+638
3360
$2K ﹤0.01%
+5
3361
$2K ﹤0.01%
+219
3362
$2K ﹤0.01%
+100
3363
$2K ﹤0.01%
+50
3364
$2K ﹤0.01%
+138
3365
$2K ﹤0.01%
+705
3366
$2K ﹤0.01%
+254
3367
$2K ﹤0.01%
+29
3368
$2K ﹤0.01%
+51
3369
$2K ﹤0.01%
+83
3370
$2K ﹤0.01%
+358
3371
$2K ﹤0.01%
+100
3372
$2K ﹤0.01%
+203
3373
$2K ﹤0.01%
+160
3374
$2K ﹤0.01%
+121
3375
$2K ﹤0.01%
+262
133 134
135
136 137