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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
3476
$1K ﹤0.01%
+500
3477
$1K ﹤0.01%
+2
3478
$1K ﹤0.01%
+46
3479
$1K ﹤0.01%
+60
3480
$1K ﹤0.01%
+150
3481
$1K ﹤0.01%
+41
3482
$1K ﹤0.01%
+33
3483
$1K ﹤0.01%
+1,611
3484
$1K ﹤0.01%
+14
3485
$1K ﹤0.01%
+30
3486
$1K ﹤0.01%
+100
3487
$1K ﹤0.01%
+76
3488
$1K ﹤0.01%
+49
3489
$1K ﹤0.01%
+300
3490
$1K ﹤0.01%
+100
3491
$1K ﹤0.01%
+4,000
3492
$1K ﹤0.01%
+50
3493
$1K ﹤0.01%
+641
3494
$1K ﹤0.01%
+12
3495
$1K ﹤0.01%
+61
3496
$1K ﹤0.01%
+65
3497
$1K ﹤0.01%
+20
3498
$1K ﹤0.01%
+50
3499
$1K ﹤0.01%
+279
3500
$1K ﹤0.01%
+40
138 139
140
141 142