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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
3876
– –
0
3877
$0 ﹤0.01%
+2
3878
$0 ﹤0.01%
+60
3879
$0 ﹤0.01%
+10
3880
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0
3881
– –
0
3882
$0 ﹤0.01%
+5
3883
$0 ﹤0.01%
+2
3884
– –
0
3885
– –
0
3886
$0 ﹤0.01%
+3
3887
$0 ﹤0.01%
+5
3888
$0 ﹤0.01%
+9
3889
$0 ﹤0.01%
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3890
$0 ﹤0.01%
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3891
$0 ﹤0.01%
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3892
$0 ﹤0.01%
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3893
$0 ﹤0.01%
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3894
$0 ﹤0.01%
+2
3895
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0
3896
$0 ﹤0.01%
+10
3897
$0 ﹤0.01%
+6
3898
– –
0
3899
– –
0
3900
$0 ﹤0.01%
+1
154 155
156
157 158