IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,004
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$19.5M
3
+$15.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.4M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M

Top Sells

1
+$13M
2
+$11.6M
3
+$11.4M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.82M
5
IYR icon
iShares US Real Estate ETF
IYR
+$7.56M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.88%
4 Financials 3.54%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2676
$27K ﹤0.01%
1,590
-240
2677
$27K ﹤0.01%
2,433
-6,692
2678
$27K ﹤0.01%
755
-171
2679
$27K ﹤0.01%
537
-56
2680
$27K ﹤0.01%
174
-73
2681
$26K ﹤0.01%
843
-388
2682
$26K ﹤0.01%
308
-161
2683
$26K ﹤0.01%
1,550
-222
2684
$26K ﹤0.01%
706
-268
2685
$26K ﹤0.01%
2,027
-9
2686
$26K ﹤0.01%
499
-39
2687
$26K ﹤0.01%
250
+16
2688
$26K ﹤0.01%
344
+3
2689
$26K ﹤0.01%
164
+1
2690
$26K ﹤0.01%
1,000
2691
$26K ﹤0.01%
744
-6
2692
$26K ﹤0.01%
736
-192
2693
$26K ﹤0.01%
562
-233
2694
$26K ﹤0.01%
1,200
-4,485
2695
$26K ﹤0.01%
204
-130
2696
$26K ﹤0.01%
859
+123
2697
$26K ﹤0.01%
309
+124
2698
$26K ﹤0.01%
9
-2
2699
$26K ﹤0.01%
56
-10
2700
$25K ﹤0.01%
4,320
-980
106 107
108
109 110