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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
3776
$0 ﹤0.01%
+100
3777
$0 ﹤0.01%
+30
3778
$0 ﹤0.01%
+37
3779
$0 ﹤0.01%
+200
3780
$0 ﹤0.01%
+4
3781
$0 ﹤0.01%
+2,000
3782
$0 ﹤0.01%
+300
3783
$0 ﹤0.01%
+10
3784
$0 ﹤0.01%
+708
3785
$0 ﹤0.01%
+12
3786
$0 ﹤0.01%
+500
3787
$0 ﹤0.01%
+11
3788
$0 ﹤0.01%
+20
3789
$0 ﹤0.01%
+20
3790
$0 ﹤0.01%
+206
3791
$0 ﹤0.01%
+6
3792
$0 ﹤0.01%
+10
3793
$0 ﹤0.01%
+100
3794
$0 ﹤0.01%
+300
3795
$0 ﹤0.01%
+3
3796
$0 ﹤0.01%
+4
3797
$0 ﹤0.01%
+100
3798
– –
0
3799
$0 ﹤0.01%
+10
3800
$0 ﹤0.01%
+92
150 151
152
153 154