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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
3726
$0 ﹤0.01%
+1
3727
$0 ﹤0.01%
+5
3728
$0 ﹤0.01%
+56
3729
$0 ﹤0.01%
+7
3730
$0 ﹤0.01%
+33
3731
$0 ﹤0.01%
+125
3732
– –
0
3733
$0 ﹤0.01%
+8
3734
$0 ﹤0.01%
+18
3735
$0 ﹤0.01%
+7
3736
$0 ﹤0.01%
+50
3737
$0 ﹤0.01%
+50
3738
$0 ﹤0.01%
+211
3739
$0 ﹤0.01%
+400
3740
$0 ﹤0.01%
+1
3741
$0 ﹤0.01%
+8
3742
$0 ﹤0.01%
+45
3743
$0 ﹤0.01%
+200
3744
– –
0
3745
$0 ﹤0.01%
+10
3746
$0 ﹤0.01%
+1,200
3747
$0 ﹤0.01%
+250
3748
$0 ﹤0.01%
+150
3749
$0 ﹤0.01%
+34
3750
$0 ﹤0.01%
+18
148 149
150
151 152