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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
2451
$12K ﹤0.01%
+105
2452
$12K ﹤0.01%
+888
2453
$12K ﹤0.01%
+1,092
2454
$12K ﹤0.01%
+112
2455
$12K ﹤0.01%
+1,288
2456
$12K ﹤0.01%
+505
2457
$12K ﹤0.01%
+289
2458
$12K ﹤0.01%
+255
2459
$12K ﹤0.01%
+1,173
2460
$12K ﹤0.01%
+214
2461
$12K ﹤0.01%
+417
2462
$12K ﹤0.01%
+517
2463
$12K ﹤0.01%
+305
2464
$12K ﹤0.01%
+542
2465
$12K ﹤0.01%
+1,000
2466
$12K ﹤0.01%
+348
2467
$12K ﹤0.01%
+426
2468
$12K ﹤0.01%
+365
2469
$12K ﹤0.01%
+3,590
2470
$12K ﹤0.01%
+1,725
2471
$12K ﹤0.01%
+767
2472
$12K ﹤0.01%
+2,410
2473
$12K ﹤0.01%
+3,922
2474
$12K ﹤0.01%
+304
2475
$12K ﹤0.01%
+909
97 98
99
100 101