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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
3351
$11K ﹤0.01%
210
3352
$11K ﹤0.01%
899
-85,224
3353
$10K ﹤0.01%
150
3354
$10K ﹤0.01%
+310
3355
$10K ﹤0.01%
240
-31
3356
$10K ﹤0.01%
126
-443
3357
$10K ﹤0.01%
+500
3358
$10K ﹤0.01%
528
-1,235
3359
$10K ﹤0.01%
105
+54
3360
$10K ﹤0.01%
120
+70
3361
$10K ﹤0.01%
178
+29
3362
$10K ﹤0.01%
291
-103
3363
$10K ﹤0.01%
750
3364
$10K ﹤0.01%
3,505
-400
3365
$10K ﹤0.01%
41
-113
3366
$10K ﹤0.01%
496
-189
3367
$10K ﹤0.01%
478
3368
$10K ﹤0.01%
484
-445
3369
$10K ﹤0.01%
235
-44
3370
$10K ﹤0.01%
829
-1,569
3371
$10K ﹤0.01%
284
-12
3372
$10K ﹤0.01%
244
-1
3373
$10K ﹤0.01%
389
+206
3374
$10K ﹤0.01%
162
-3,189
3375
$10K ﹤0.01%
440
133 134
135
136 137