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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
3751
$5K ﹤0.01%
250
3752
$5K ﹤0.01%
304
-146
3753
$5K ﹤0.01%
100
3754
$5K ﹤0.01%
200
3755
$5K ﹤0.01%
201
3756
$5K ﹤0.01%
86
-5
3757
$5K ﹤0.01%
198
-2,372
3758
$5K ﹤0.01%
200
3759
$5K ﹤0.01%
84
-176
3760
$5K ﹤0.01%
167
3761
$5K ﹤0.01%
+2,601
3762
$5K ﹤0.01%
100
3763
$5K ﹤0.01%
300
-32
3764
$5K ﹤0.01%
315
-180
3765
$5K ﹤0.01%
100
3766
$5K ﹤0.01%
194
-4
3767
$5K ﹤0.01%
25
-400
3768
$5K ﹤0.01%
118
-657
3769
$5K ﹤0.01%
1,037
-940
3770
$5K ﹤0.01%
105
-44
3771
$5K ﹤0.01%
39
-8
3772
$5K ﹤0.01%
168
-527
3773
$5K ﹤0.01%
1
-2
3774
$5K ﹤0.01%
262
+120
3775
$5K ﹤0.01%
250
149 150
151
152 153