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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
2101
$22K ﹤0.01%
+1,122
2102
$22K ﹤0.01%
+456
2103
$22K ﹤0.01%
+1,075
2104
$22K ﹤0.01%
+1,185
2105
$22K ﹤0.01%
+1,915
2106
$22K ﹤0.01%
+16,811
2107
$22K ﹤0.01%
+1,670
2108
$22K ﹤0.01%
+2,184
2109
$21K ﹤0.01%
+911
2110
$21K ﹤0.01%
+1,626
2111
$21K ﹤0.01%
+650
2112
$21K ﹤0.01%
+285
2113
$21K ﹤0.01%
+519
2114
$21K ﹤0.01%
+1,338
2115
$21K ﹤0.01%
+1,636
2116
$21K ﹤0.01%
+413
2117
$21K ﹤0.01%
+345
2118
$21K ﹤0.01%
+570
2119
$21K ﹤0.01%
+2,260
2120
$21K ﹤0.01%
+2,369
2121
$21K ﹤0.01%
+2,000
2122
$21K ﹤0.01%
+550
2123
$21K ﹤0.01%
+147
2124
$21K ﹤0.01%
+20
2125
$21K ﹤0.01%
+700
83 84
85
86 87