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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
3101
$15K ﹤0.01%
1,000
3102
$15K ﹤0.01%
196
-144
3103
$15K ﹤0.01%
348
3104
$15K ﹤0.01%
582
+432
3105
$15K ﹤0.01%
259
3106
$15K ﹤0.01%
280
3107
$15K ﹤0.01%
2,240
+2,128
3108
$15K ﹤0.01%
141
-468
3109
$15K ﹤0.01%
1,250
-50
3110
$15K ﹤0.01%
+765
3111
$15K ﹤0.01%
625
+3
3112
$15K ﹤0.01%
1,214
3113
$15K ﹤0.01%
220
-282
3114
$15K ﹤0.01%
276
-2,212
3115
$15K ﹤0.01%
723
+57
3116
$15K ﹤0.01%
1,137
+332
3117
$15K ﹤0.01%
65
+1
3118
$15K ﹤0.01%
332
-870
3119
$15K ﹤0.01%
1,200
-6,790
3120
$15K ﹤0.01%
205
-503
3121
$15K ﹤0.01%
600
3122
$15K ﹤0.01%
2,197
-1,990
3123
$15K ﹤0.01%
108
-87
3124
$15K ﹤0.01%
327
-1
3125
$15K ﹤0.01%
331
+17
123 124
125
126 127