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
376
$1.96M 0.05%
27,036
+677
377
$1.93M 0.05%
78,241
+11,007
378
$1.92M 0.05%
72,379
-16,880
379
$1.92M 0.05%
29,818
-2,804
380
$1.92M 0.05%
29,972
+15,054
381
$1.91M 0.05%
63,223
-639
382
$1.91M 0.05%
17,339
-1,597
383
$1.91M 0.05%
71,653
-56,032
384
$1.91M 0.05%
19,212
-37,233
385
$1.91M 0.05%
68,584
-6,951
386
$1.89M 0.05%
23,931
-474
387
$1.89M 0.05%
+67,085
388
$1.89M 0.05%
28,686
-3,945
389
$1.88M 0.05%
60,838
-1,281
390
$1.88M 0.05%
9,994
-839
391
$1.88M 0.05%
74,798
-6,082
392
$1.87M 0.05%
29,548
-3,756
393
$1.87M 0.05%
29,170
-220
394
$1.87M 0.05%
37,127
+966
395
$1.86M 0.05%
13,294
-1,003
396
$1.86M 0.05%
65,097
-21,495
397
$1.86M 0.05%
92,562
+2,600
398
$1.86M 0.05%
69,872
+1,067
399
$1.85M 0.05%
107,305
+14,535
400
$1.85M 0.05%
43,207
-38,242
14 15
16
17 18