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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
3426
$9K ﹤0.01%
782
-432
3427
$9K ﹤0.01%
200
-12
3428
$9K ﹤0.01%
3,268
+16
3429
$9K ﹤0.01%
800
+500
3430
$9K ﹤0.01%
33
-175
3431
$9K ﹤0.01%
309
+102
3432
$9K ﹤0.01%
275
3433
$9K ﹤0.01%
300
3434
$9K ﹤0.01%
+1,000
3435
$9K ﹤0.01%
159
+8
3436
$9K ﹤0.01%
500
3437
$9K ﹤0.01%
864
+434
3438
$9K ﹤0.01%
109
+62
3439
$9K ﹤0.01%
215
+125
3440
$9K ﹤0.01%
638
-638
3441
$9K ﹤0.01%
206
-8
3442
$9K ﹤0.01%
3
-24
3443
$9K ﹤0.01%
250
-111
3444
$9K ﹤0.01%
187
-34
3445
$9K ﹤0.01%
228
-29
3446
$9K ﹤0.01%
1,527
-401
3447
$9K ﹤0.01%
367
+2
3448
$9K ﹤0.01%
400
+310
3449
$9K ﹤0.01%
32
-11
3450
$9K ﹤0.01%
206
+62
136 137
138
139 140