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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
2326
$15K ﹤0.01%
+158
2327
$15K ﹤0.01%
+1,000
2328
$15K ﹤0.01%
+1,547
2329
$15K ﹤0.01%
+77
2330
$15K ﹤0.01%
+450
2331
$15K ﹤0.01%
+10,000
2332
$15K ﹤0.01%
+536
2333
$15K ﹤0.01%
+11,000
2334
$15K ﹤0.01%
+647
2335
$15K ﹤0.01%
+600
2336
$15K ﹤0.01%
+400
2337
$15K ﹤0.01%
+948
2338
$15K ﹤0.01%
+364
2339
$15K ﹤0.01%
+443
2340
$15K ﹤0.01%
+400
2341
$15K ﹤0.01%
+2,069
2342
$15K ﹤0.01%
+306
2343
$15K ﹤0.01%
+298
2344
$15K ﹤0.01%
+3,121
2345
$15K ﹤0.01%
+520
2346
$15K ﹤0.01%
+856
2347
$15K ﹤0.01%
+200
2348
$15K ﹤0.01%
+129
2349
$14K ﹤0.01%
+199
2350
$14K ﹤0.01%
+1,116
92 93
94
95 96