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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
4051
$3K ﹤0.01%
7
-17
4052
$3K ﹤0.01%
43
-10
4053
$3K ﹤0.01%
75
+50
4054
$3K ﹤0.01%
+150
4055
$3K ﹤0.01%
350
-500
4056
$3K ﹤0.01%
300
4057
$3K ﹤0.01%
20
4058
$3K ﹤0.01%
35
-9,683
4059
$3K ﹤0.01%
72
-185
4060
$3K ﹤0.01%
34
-130
4061
$3K ﹤0.01%
34
4062
$3K ﹤0.01%
165
4063
$3K ﹤0.01%
53
-304
4064
$3K ﹤0.01%
1,698
4065
$3K ﹤0.01%
56
-28
4066
$3K ﹤0.01%
+150
4067
$3K ﹤0.01%
115
-69
4068
$3K ﹤0.01%
51
-10,514
4069
$3K ﹤0.01%
+100
4070
$3K ﹤0.01%
+90
4071
$3K ﹤0.01%
162
-18
4072
$3K ﹤0.01%
712
4073
$3K ﹤0.01%
+17
4074
$3K ﹤0.01%
11
-3
4075
$3K ﹤0.01%
134
-3
161 162
163
164 165