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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
3601
$7K ﹤0.01%
71
-39
3602
$7K ﹤0.01%
3
+1
3603
$7K ﹤0.01%
508
-7,242
3604
$7K ﹤0.01%
376
-11,487
3605
$7K ﹤0.01%
233
-15,261
3606
$7K ﹤0.01%
114
-44
3607
$7K ﹤0.01%
544
-411
3608
$7K ﹤0.01%
1,000
-500
3609
$7K ﹤0.01%
230
-819
3610
$7K ﹤0.01%
179
-17
3611
$7K ﹤0.01%
166
-600
3612
$7K ﹤0.01%
165
3613
$7K ﹤0.01%
500
3614
$7K ﹤0.01%
256
3615
$7K ﹤0.01%
62
-110
3616
$7K ﹤0.01%
247
-456
3617
$7K ﹤0.01%
353
+164
3618
$7K ﹤0.01%
177
-19
3619
$7K ﹤0.01%
135
-165
3620
$7K ﹤0.01%
218
-53
3621
$7K ﹤0.01%
211
-181
3622
$7K ﹤0.01%
172
-135
3623
$7K ﹤0.01%
83
-57
3624
$7K ﹤0.01%
364
+37
3625
$7K ﹤0.01%
365
-8
143 144
145
146 147