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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
3926
$0 ﹤0.01%
+16
3927
– –
0
3928
$0 ﹤0.01%
+35
3929
$0 ﹤0.01%
+7
3930
$0 ﹤0.01%
+26
3931
$0 ﹤0.01%
+9
3932
$0 ﹤0.01%
+2
3933
$0 ﹤0.01%
+22
3934
$0 ﹤0.01%
+15
3935
$0 ﹤0.01%
+2
3936
– –
0
3937
$0 ﹤0.01%
+45
3938
$0 ﹤0.01%
+1
3939
$0 ﹤0.01%
+34
3940
$0 ﹤0.01%
+175
3941
$0 ﹤0.01%
+4
3942
$0 ﹤0.01%
+21
3943
$0 ﹤0.01%
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3944
$0 ﹤0.01%
+9
3945
$0 ﹤0.01%
+1
3946
– –
0
3947
$0 ﹤0.01%
+2
3948
$0 ﹤0.01%
+1
3949
$0 ﹤0.01%
+2
3950
$0 ﹤0.01%
+17
155 156 157
158
159