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
2751
$24K ﹤0.01%
1,271
+346
2752
$24K ﹤0.01%
450
2753
$24K ﹤0.01%
274
-84
2754
$24K ﹤0.01%
581
-98
2755
$24K ﹤0.01%
500
-32
2756
$24K ﹤0.01%
320
+198
2757
$24K ﹤0.01%
634
+506
2758
– –
-301
2759
$24K ﹤0.01%
519
+14
2760
$24K ﹤0.01%
836
+44
2761
$24K ﹤0.01%
+1,266
2762
$24K ﹤0.01%
1,062
-428
2763
$24K ﹤0.01%
232
-596
2764
$24K ﹤0.01%
48
-1
2765
$24K ﹤0.01%
227
-129
2766
$24K ﹤0.01%
414
-168
2767
$24K ﹤0.01%
+453
2768
$24K ﹤0.01%
662
-616
2769
$24K ﹤0.01%
55
-9
2770
$23K ﹤0.01%
337
2771
$23K ﹤0.01%
431
-220
2772
$23K ﹤0.01%
1,350
2773
$23K ﹤0.01%
768
-292
2774
$23K ﹤0.01%
1,400
2775
$23K ﹤0.01%
615
-281
109 110
111
112 113