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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
3801
$5K ﹤0.01%
200
3802
$5K ﹤0.01%
270
-6
3803
$5K ﹤0.01%
134
-42
3804
$5K ﹤0.01%
100
-2,000
3805
$5K ﹤0.01%
303
-23
3806
$5K ﹤0.01%
649
+600
3807
$5K ﹤0.01%
68
-68
3808
$5K ﹤0.01%
68
-11
3809
$5K ﹤0.01%
200
+90
3810
$5K ﹤0.01%
200
3811
$5K ﹤0.01%
95
+3
3812
$5K ﹤0.01%
137
-51
3813
$5K ﹤0.01%
38
-3
3814
$5K ﹤0.01%
354
-61
3815
$5K ﹤0.01%
340
-23
3816
$5K ﹤0.01%
131
-36
3817
$5K ﹤0.01%
130
3818
$5K ﹤0.01%
202
-7,757
3819
$5K ﹤0.01%
5
-1
3820
$5K ﹤0.01%
200
3821
$5K ﹤0.01%
90
+35
3822
$5K ﹤0.01%
17
-1
3823
$5K ﹤0.01%
1
-13
3824
$5K ﹤0.01%
137
-75
3825
$5K ﹤0.01%
+55
151 152
153
154 155