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
3751
$5K ﹤0.01%
95
+3
3752
$5K ﹤0.01%
137
-51
3753
$5K ﹤0.01%
38
-3
3754
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354
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3755
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35
3756
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250
3757
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304
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3758
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3759
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3760
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3761
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86
-5
3762
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198
-2,372
3763
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200
3764
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340
-23
3765
$5K ﹤0.01%
131
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3766
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3767
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202
-7,757
3768
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243
-43
3769
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200
3770
$5K ﹤0.01%
84
-176
3771
$5K ﹤0.01%
167
3772
$5K ﹤0.01%
+2,601
3773
$5K ﹤0.01%
100
3774
$5K ﹤0.01%
300
-32
3775
$5K ﹤0.01%
315
-180
149 150
151
152 153