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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
3626
$1K ﹤0.01%
+57
3627
$1K ﹤0.01%
+178
3628
$1K ﹤0.01%
+2,665
3629
$1K ﹤0.01%
+9
3630
$1K ﹤0.01%
+12
3631
$1K ﹤0.01%
+92
3632
$1K ﹤0.01%
+231
3633
$1K ﹤0.01%
+96
3634
$1K ﹤0.01%
+1,000
3635
$1K ﹤0.01%
+13
3636
$1K ﹤0.01%
+14
3637
$1K ﹤0.01%
+40
3638
$1K ﹤0.01%
+83
3639
$1K ﹤0.01%
+64
3640
$1K ﹤0.01%
+2,625
3641
$1K ﹤0.01%
+15
3642
$1K ﹤0.01%
+34
3643
$1K ﹤0.01%
+60
3644
$1K ﹤0.01%
+40
3645
$1K ﹤0.01%
+7
3646
$1K ﹤0.01%
+250
3647
$1K ﹤0.01%
+30
3648
$1K ﹤0.01%
+123
3649
$1K ﹤0.01%
+34
3650
$1K ﹤0.01%
+32
144 145
146
147 148