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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
3251
$12K ﹤0.01%
189
+1
3252
$12K ﹤0.01%
249
-45
3253
$12K ﹤0.01%
203
+82
3254
$12K ﹤0.01%
224
-151
3255
$12K ﹤0.01%
1,800
-901
3256
$12K ﹤0.01%
1,102
+476
3257
$12K ﹤0.01%
9
-92
3258
$12K ﹤0.01%
518
3259
$12K ﹤0.01%
55
-129
3260
$12K ﹤0.01%
154
3261
$12K ﹤0.01%
800
-1,397
3262
$12K ﹤0.01%
131
+22
3263
$12K ﹤0.01%
500
-500
3264
$12K ﹤0.01%
235
-4
3265
$12K ﹤0.01%
900
3266
$12K ﹤0.01%
360
-82
3267
$12K ﹤0.01%
252
3268
$12K ﹤0.01%
267
3269
$12K ﹤0.01%
768
-147
3270
$12K ﹤0.01%
55
-17
3271
$12K ﹤0.01%
161
+90
3272
$12K ﹤0.01%
+132
3273
$12K ﹤0.01%
3
-29
3274
$12K ﹤0.01%
125
+14
3275
$12K ﹤0.01%
117
-63
129 130
131
132 133