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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
3701
$0 ﹤0.01%
+8
3702
$0 ﹤0.01%
+8
3703
$0 ﹤0.01%
+3
3704
$0 ﹤0.01%
+30
3705
$0 ﹤0.01%
+37
3706
$0 ﹤0.01%
+6
3707
$0 ﹤0.01%
+150
3708
– –
0
3709
$0 ﹤0.01%
+26
3710
$0 ﹤0.01%
+28
3711
$0 ﹤0.01%
+1
3712
$0 ﹤0.01%
+26
3713
$0 ﹤0.01%
+30
3714
$0 ﹤0.01%
+30
3715
$0 ﹤0.01%
+2
3716
$0 ﹤0.01%
+5
3717
$0 ﹤0.01%
+18
3718
$0 ﹤0.01%
+22
3719
– –
0
3720
$0 ﹤0.01%
+12
3721
$0 ﹤0.01%
+30
3722
$0 ﹤0.01%
+63
3723
$0 ﹤0.01%
+4
3724
$0 ﹤0.01%
+50
3725
$0 ﹤0.01%
+123
147 148
149
150 151