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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
$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 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$16K ﹤0.01%
1,126
+1,015
3077
$16K ﹤0.01%
29
-11
3078
$16K ﹤0.01%
628
-229
3079
$16K ﹤0.01%
1,857
-411
3080
$16K ﹤0.01%
650
3081
$16K ﹤0.01%
60
+15
3082
$16K ﹤0.01%
54
-491
3083
$16K ﹤0.01%
542
3084
$16K ﹤0.01%
1,612
3085
$16K ﹤0.01%
916
+620
3086
$16K ﹤0.01%
748
3087
$16K ﹤0.01%
260
-288
3088
$16K ﹤0.01%
725
+6
3089
$16K ﹤0.01%
236
3090
$15K ﹤0.01%
39
3091
$15K ﹤0.01%
110
+50
3092
$15K ﹤0.01%
315
-442
3093
$15K ﹤0.01%
+286
3094
$15K ﹤0.01%
21
+10
3095
$15K ﹤0.01%
617
3096
$15K ﹤0.01%
19
-2
3097
$15K ﹤0.01%
304
-355
3098
$15K ﹤0.01%
834
-9
3099
$15K ﹤0.01%
119
+6
3100
$15K ﹤0.01%
1,272
-37
122 123
124
125 126