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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
3751
$0 ﹤0.01%
+45
3752
$0 ﹤0.01%
+200
3753
– –
0
3754
$0 ﹤0.01%
+175
3755
$0 ﹤0.01%
+4,113
3756
$0 ﹤0.01%
+1,598
3757
$0 ﹤0.01%
+499
3758
$0 ﹤0.01%
+1,000
3759
$0 ﹤0.01%
+22
3760
$0 ﹤0.01%
+75
3761
$0 ﹤0.01%
+60
3762
– –
0
3763
$0 ﹤0.01%
+767
3764
$0 ﹤0.01%
+3,379
3765
$0 ﹤0.01%
+15
3766
$0 ﹤0.01%
+5,105
3767
$0 ﹤0.01%
+3,000
3768
$0 ﹤0.01%
+296
3769
$0 ﹤0.01%
+1,000
3770
$0 ﹤0.01%
+50
3771
$0 ﹤0.01%
+4
3772
$0 ﹤0.01%
+35,000
3773
$0 ﹤0.01%
+113
3774
$0 ﹤0.01%
+1,650
3775
$0 ﹤0.01%
+100
149 150
151
152 153