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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
3301
$11K ﹤0.01%
800
3302
$11K ﹤0.01%
284
-32
3303
$11K ﹤0.01%
144
-73
3304
$11K ﹤0.01%
2,000
+500
3305
$11K ﹤0.01%
390
-1,340
3306
$11K ﹤0.01%
315
-69
3307
$11K ﹤0.01%
252
-135
3308
$11K ﹤0.01%
54
-296
3309
$11K ﹤0.01%
452
-2
3310
$11K ﹤0.01%
692
+519
3311
$11K ﹤0.01%
294
+33
3312
$11K ﹤0.01%
191
-187
3313
$11K ﹤0.01%
245
+10
3314
$11K ﹤0.01%
599
-86
3315
$11K ﹤0.01%
226
-83
3316
$11K ﹤0.01%
2,156
+39
3317
– –
0
3318
$11K ﹤0.01%
111
+16
3319
$11K ﹤0.01%
154
-744
3320
$11K ﹤0.01%
+1,007
3321
$11K ﹤0.01%
595
-145
3322
$11K ﹤0.01%
+1,000
3323
$11K ﹤0.01%
3,000
+2,888
3324
$11K ﹤0.01%
225
3325
$11K ﹤0.01%
2
131 132
133
134 135