IFP Advisors’s State Street Multi-Asset Real Return ETF RLY Stock Holding History

IFP Advisors’s Portfolio RLY Stock Details RLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1K	Sell	41 -72	-64%	-$1.77K	﹤0.01%	2250
2018 Q4	$3K	Sell	113 -15,026	-99%	-$372K	﹤0.01%	3056
2018 Q3	$401K	Buy	15,139 +1,063	+8%	+$27.9K	0.02%	771
2018 Q2	$375K	Buy	14,076 +510	+4%	+$13.7K	0.02%	780
2018 Q1	$359K	Hold	13,566	–	–	0.02%	758
2017 Q4	$359K	Buy	13,566 +70	+0.5%	+$1.79K	0.02%	759
2017 Q3	$339K	Buy	13,496 +936	+7%	+$23.1K	0.01%	868
2017 Q2	$301K	Buy	12,560 +1,077	+9%	+$26.2K	0.01%	898
2017 Q1	$282K	Buy	11,483 +5,176	+82%	+$127K	0.01%	936
2016 Q4	$154K	Buy	6,307 +5,495	+677%	+$133K	0.01%	1194
2016 Q3	$20K	Buy	812 +381	+88%	+$9.34K	﹤0.01%	2396
2016 Q2	$10K	Buy	431 +390	+951%	+$9.28K	﹤0.01%	2752
2016 Q1	$1K	Sell	41 -559	-93%	-$12.3K	﹤0.01%	2237
2015 Q4	$13K	Buy	+600	New	+$13.9K	﹤0.01%	2439

Other funds holding RLY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return

IFP Advisors's RLY Position: Q1 2019 in Review

IFP Advisors reduced its State Street Multi-Asset Real Return ETF (RLY) stake by 64% in Q1 2019, selling an estimated $1.77K and leaving 41 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

IFP Advisors first reported a position in RLY in Q4 2015 and has held it in 14 quarters since. The position peaked at $401K in Q3 2018. 36 funds tracked by Wall St. Rank hold RLY as of Q1 2019.

IFP Advisors held 41 shares of State Street Multi-Asset Real Return ETF worth $1K as of Q1 2019.
IFP Advisors sold 72 State Street Multi-Asset Real Return ETF shares in Q1 2019, an estimated $1.77K.
State Street Multi-Asset Real Return ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #2250 holding.
IFP Advisors first reported a position in State Street Multi-Asset Real Return ETF in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's State Street Multi-Asset Real Return ETF position peaked at $401K in Q3 2018.
36 funds tracked by Wall St. Rank held State Street Multi-Asset Real Return ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.