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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
3576
$1K ﹤0.01%
+150
3577
$1K ﹤0.01%
+57
3578
$1K ﹤0.01%
+25
3579
$1K ﹤0.01%
+5
3580
$1K ﹤0.01%
+250
3581
$1K ﹤0.01%
+150
3582
$1K ﹤0.01%
+80
3583
$1K ﹤0.01%
+175
3584
$1K ﹤0.01%
+20
3585
$1K ﹤0.01%
+20
3586
$1K ﹤0.01%
+52
3587
$1K ﹤0.01%
+15
3588
$1K ﹤0.01%
+64
3589
$1K ﹤0.01%
+27
3590
$1K ﹤0.01%
+15
3591
$1K ﹤0.01%
+16
3592
$1K ﹤0.01%
+81
3593
$1K ﹤0.01%
+85
3594
$1K ﹤0.01%
+79
3595
$1K ﹤0.01%
+200
3596
$1K ﹤0.01%
+53
3597
$1K ﹤0.01%
+100
3598
$1K ﹤0.01%
+66
3599
$1K ﹤0.01%
+17
3600
$1K ﹤0.01%
+5
142 143
144
145 146