IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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 3.54%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3626
$7K ﹤0.01%
211
-181
3627
$7K ﹤0.01%
172
-135
3628
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83
-57
3629
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364
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3630
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365
-8
3631
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148
+2
3632
$7K ﹤0.01%
1,622
+1,322
3633
$7K ﹤0.01%
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3634
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234
+56
3635
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385
-18
3636
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3637
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200
3638
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420
-2
3639
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200
3640
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-152
3641
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3642
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373
-334
3643
$7K ﹤0.01%
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3644
$7K ﹤0.01%
500
-1,300
3645
$7K ﹤0.01%
100
-50
3646
$7K ﹤0.01%
208
-101
3647
$7K ﹤0.01%
350
3648
$7K ﹤0.01%
350
3649
$7K ﹤0.01%
339
+248
3650
$7K ﹤0.01%
519
-10
144 145
146
147 148