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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
3451
$9K ﹤0.01%
192
-92
3452
$9K ﹤0.01%
128
3453
$9K ﹤0.01%
900
3454
$9K ﹤0.01%
322
+52
3455
$9K ﹤0.01%
1,909
-1,283
3456
$9K ﹤0.01%
367
3457
$9K ﹤0.01%
+500
3458
$9K ﹤0.01%
213
3459
$9K ﹤0.01%
200
3460
$9K ﹤0.01%
208
3461
$9K ﹤0.01%
31
-267
3462
$9K ﹤0.01%
572
+93
3463
$9K ﹤0.01%
183
-21
3464
$9K ﹤0.01%
10
3465
$9K ﹤0.01%
150
-143
3466
$9K ﹤0.01%
164
3467
$9K ﹤0.01%
40
-198
3468
$9K ﹤0.01%
75
-75
3469
$9K ﹤0.01%
350
3470
$9K ﹤0.01%
143
+35
3471
$9K ﹤0.01%
283
-750
3472
$9K ﹤0.01%
150
-167
3473
$9K ﹤0.01%
455
+100
3474
$9K ﹤0.01%
90
3475
$9K ﹤0.01%
75
+24
137 138
139
140 141