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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
3551
$8K ﹤0.01%
26
-224
3552
$8K ﹤0.01%
+283
3553
$8K ﹤0.01%
78
-22
3554
$8K ﹤0.01%
435
3555
$8K ﹤0.01%
180
-60
3556
$8K ﹤0.01%
+3
3557
$8K ﹤0.01%
+366
3558
$8K ﹤0.01%
600
+300
3559
$8K ﹤0.01%
351
+215
3560
$8K ﹤0.01%
+800
3561
$8K ﹤0.01%
200
+50
3562
$8K ﹤0.01%
235
-21
3563
$8K ﹤0.01%
300
3564
$8K ﹤0.01%
772
+356
3565
$8K ﹤0.01%
114
-5
3566
$8K ﹤0.01%
330
-116
3567
$8K ﹤0.01%
200
3568
$8K ﹤0.01%
131
-165
3569
$8K ﹤0.01%
184
-168
3570
$8K ﹤0.01%
488
-151
3571
$8K ﹤0.01%
18
3572
$8K ﹤0.01%
313
-94
3573
$8K ﹤0.01%
485
3574
$7K ﹤0.01%
+500
3575
$7K ﹤0.01%
+300
141 142
143
144 145