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
3251
$12K ﹤0.01%
+132
3252
$12K ﹤0.01%
321
-102
3253
$12K ﹤0.01%
64
-37
3254
$12K ﹤0.01%
465
3255
$12K ﹤0.01%
908
-228
3256
$12K ﹤0.01%
+260
3257
$12K ﹤0.01%
31
-1
3258
$12K ﹤0.01%
81
3259
$12K ﹤0.01%
93
-20
3260
$12K ﹤0.01%
268
-413
3261
$12K ﹤0.01%
249
+8
3262
$12K ﹤0.01%
+1,020
3263
$12K ﹤0.01%
210
+6
3264
$12K ﹤0.01%
2,023
-376
3265
$12K ﹤0.01%
300
3266
$12K ﹤0.01%
201
-28
3267
$12K ﹤0.01%
840
+12
3268
$12K ﹤0.01%
42
-1
3269
$12K ﹤0.01%
374
-196
3270
$12K ﹤0.01%
20
-34
3271
$12K ﹤0.01%
210
3272
$12K ﹤0.01%
28
-250
3273
$12K ﹤0.01%
94
+22
3274
$12K ﹤0.01%
1,408
3275
$12K ﹤0.01%
783
129 130
131
132 133