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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
3326
$11K ﹤0.01%
388
3327
$11K ﹤0.01%
4,895
-1,992
3328
$11K ﹤0.01%
648
-61
3329
$11K ﹤0.01%
196
-731
3330
$11K ﹤0.01%
10
-1
3331
$11K ﹤0.01%
500
-40
3332
$11K ﹤0.01%
1,651
-845
3333
$11K ﹤0.01%
199
+2
3334
$11K ﹤0.01%
6
-1
3335
$11K ﹤0.01%
62
-42
3336
$11K ﹤0.01%
211
3337
$11K ﹤0.01%
270
-600
3338
$11K ﹤0.01%
105
-8
3339
$11K ﹤0.01%
34
-4
3340
$11K ﹤0.01%
600
3341
$11K ﹤0.01%
181
-20
3342
$11K ﹤0.01%
226
-92
3343
$11K ﹤0.01%
419
3344
$11K ﹤0.01%
159
-3
3345
$11K ﹤0.01%
1,997
+1,933
3346
$11K ﹤0.01%
500
3347
$11K ﹤0.01%
367
-55
3348
$11K ﹤0.01%
2,415
-1,500
3349
$11K ﹤0.01%
21
-1
3350
$11K ﹤0.01%
70
-8
132 133
134
135 136