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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
1951
$28K ﹤0.01%
+2,928
1952
$28K ﹤0.01%
+1,007
1953
$28K ﹤0.01%
+319
1954
$28K ﹤0.01%
+1,200
1955
$28K ﹤0.01%
+3,118
1956
$28K ﹤0.01%
+488
1957
$28K ﹤0.01%
+1,650
1958
$28K ﹤0.01%
+2,000
1959
$28K ﹤0.01%
+515
1960
$28K ﹤0.01%
+493
1961
$28K ﹤0.01%
+8
1962
$28K ﹤0.01%
+1,020
1963
$28K ﹤0.01%
+2,116
1964
$27K ﹤0.01%
+1,920
1965
$27K ﹤0.01%
+208
1966
$27K ﹤0.01%
+1,200
1967
$27K ﹤0.01%
+770
1968
$27K ﹤0.01%
+673
1969
$27K ﹤0.01%
+3,578
1970
$27K ﹤0.01%
+981
1971
$27K ﹤0.01%
+797
1972
$27K ﹤0.01%
+651
1973
$27K ﹤0.01%
+2,073
1974
$27K ﹤0.01%
+1,738
1975
$27K ﹤0.01%
+106
77 78
79
80 81