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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
3776
$5K ﹤0.01%
354
-633
3777
$5K ﹤0.01%
+9
3778
$5K ﹤0.01%
28
-36
3779
$5K ﹤0.01%
70
-2
3780
$5K ﹤0.01%
784
-281
3781
$5K ﹤0.01%
125
-15
3782
$5K ﹤0.01%
224
-502
3783
$5K ﹤0.01%
+19
3784
$5K ﹤0.01%
200
+98
3785
– –
-624
3786
$5K ﹤0.01%
114
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3787
$5K ﹤0.01%
405
3788
$5K ﹤0.01%
200
3789
$5K ﹤0.01%
10
-75
3790
$5K ﹤0.01%
85
3791
$5K ﹤0.01%
124
-173
3792
$5K ﹤0.01%
114
3793
$5K ﹤0.01%
228
+36
3794
$5K ﹤0.01%
250
-42
3795
$5K ﹤0.01%
63
+40
3796
– –
0
3797
$5K ﹤0.01%
2,000
3798
– –
0
3799
$5K ﹤0.01%
300
+115
3800
$5K ﹤0.01%
65
+9
150 151
152
153 154