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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
3151
$14K ﹤0.01%
23
-1
3152
$14K ﹤0.01%
84
+23
3153
$14K ﹤0.01%
12
3154
$14K ﹤0.01%
762
3155
$14K ﹤0.01%
966
-2,380
3156
$14K ﹤0.01%
388
+14
3157
$14K ﹤0.01%
913
-426
3158
$14K ﹤0.01%
4
-68
3159
$14K ﹤0.01%
1,735
3160
$14K ﹤0.01%
294
-170
3161
$14K ﹤0.01%
159
+10
3162
$14K ﹤0.01%
687
-313
3163
$14K ﹤0.01%
338
3164
$14K ﹤0.01%
2
-165
3165
$14K ﹤0.01%
750
-44
3166
$14K ﹤0.01%
85
-85
3167
$14K ﹤0.01%
322
-333
3168
$14K ﹤0.01%
10,800
+100
3169
$14K ﹤0.01%
412
-594
3170
$14K ﹤0.01%
175
-7,237
3171
$14K ﹤0.01%
99
-34
3172
$14K ﹤0.01%
15
-4
3173
$14K ﹤0.01%
55
-34
3174
$14K ﹤0.01%
605
-210
3175
$14K ﹤0.01%
59
-383
125 126
127
128 129