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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
3376
– –
0
3377
– –
0
3378
$2K ﹤0.01%
+468
3379
– –
0
3380
$2K ﹤0.01%
+112
3381
$2K ﹤0.01%
+104
3382
$2K ﹤0.01%
+58
3383
$2K ﹤0.01%
+67
3384
$2K ﹤0.01%
+47
3385
$2K ﹤0.01%
+50
3386
$2K ﹤0.01%
+543
3387
$2K ﹤0.01%
+17
3388
$2K ﹤0.01%
+50
3389
$2K ﹤0.01%
+24
3390
$2K ﹤0.01%
+62
3391
– –
0
3392
$2K ﹤0.01%
+4
3393
$2K ﹤0.01%
+106
3394
$2K ﹤0.01%
+15
3395
$2K ﹤0.01%
+100
3396
$2K ﹤0.01%
+100
3397
$2K ﹤0.01%
+78
3398
$2K ﹤0.01%
+103
3399
$2K ﹤0.01%
+200
3400
$2K ﹤0.01%
+100
134 135
136
137 138