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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
3526
$1K ﹤0.01%
+6,885
3527
$1K ﹤0.01%
+8,500
3528
$1K ﹤0.01%
+67
3529
$1K ﹤0.01%
+21
3530
$1K ﹤0.01%
+91
3531
$1K ﹤0.01%
+100
3532
$1K ﹤0.01%
+17
3533
$1K ﹤0.01%
+100
3534
$1K ﹤0.01%
+16
3535
$1K ﹤0.01%
+186
3536
$1K ﹤0.01%
+17
3537
$1K ﹤0.01%
+90
3538
$1K ﹤0.01%
+38
3539
$1K ﹤0.01%
+77
3540
$1K ﹤0.01%
+71
3541
$1K ﹤0.01%
+200
3542
$1K ﹤0.01%
+20
3543
$1K ﹤0.01%
+17
3544
$1K ﹤0.01%
+161
3545
$1K ﹤0.01%
+200
3546
$1K ﹤0.01%
+1
3547
$1K ﹤0.01%
+11
3548
$1K ﹤0.01%
+16
3549
$1K ﹤0.01%
+58
3550
$1K ﹤0.01%
+54
140 141
142
143 144