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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
3401
$2K ﹤0.01%
+70
3402
$2K ﹤0.01%
+67
3403
$2K ﹤0.01%
+540
3404
$2K ﹤0.01%
+250
3405
$2K ﹤0.01%
+20
3406
$2K ﹤0.01%
+280
3407
$2K ﹤0.01%
+200
3408
$2K ﹤0.01%
+4
3409
$2K ﹤0.01%
+39
3410
$2K ﹤0.01%
+80
3411
$2K ﹤0.01%
+32
3412
$2K ﹤0.01%
+170
3413
$2K ﹤0.01%
+75
3414
$2K ﹤0.01%
+133
3415
$2K ﹤0.01%
+91
3416
$2K ﹤0.01%
+71
3417
$2K ﹤0.01%
+197
3418
$2K ﹤0.01%
+98
3419
$2K ﹤0.01%
+216
3420
$2K ﹤0.01%
+430
3421
$2K ﹤0.01%
+220
3422
$2K ﹤0.01%
+200
3423
$2K ﹤0.01%
+100
3424
$2K ﹤0.01%
+200
3425
$2K ﹤0.01%
+22
135 136
137
138 139