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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
3576
$7K ﹤0.01%
586
-1,914
3577
$7K ﹤0.01%
192
-310
3578
$7K ﹤0.01%
55
-15
3579
$7K ﹤0.01%
200
3580
$7K ﹤0.01%
7,900
3581
$7K ﹤0.01%
278
-1,671
3582
$7K ﹤0.01%
276
3583
$7K ﹤0.01%
900
-9,968
3584
$7K ﹤0.01%
40
3585
$7K ﹤0.01%
327
+69
3586
$7K ﹤0.01%
659
+25
3587
$7K ﹤0.01%
90
-10
3588
$7K ﹤0.01%
200
3589
$7K ﹤0.01%
500
3590
$7K ﹤0.01%
307
3591
$7K ﹤0.01%
144
+25
3592
$7K ﹤0.01%
194
-149
3593
$7K ﹤0.01%
676
3594
$7K ﹤0.01%
98
-34
3595
$7K ﹤0.01%
173
+73
3596
$7K ﹤0.01%
93
-26
3597
$7K ﹤0.01%
300
-1,500
3598
$7K ﹤0.01%
554
-8,428
3599
$7K ﹤0.01%
294
-89
3600
$7K ﹤0.01%
12
+1
142 143
144
145 146