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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
4101
$2K ﹤0.01%
+103
4102
$2K ﹤0.01%
+165
4103
$2K ﹤0.01%
80
4104
$2K ﹤0.01%
24
4105
$2K ﹤0.01%
44
+30
4106
$2K ﹤0.01%
75
-9
4107
$2K ﹤0.01%
75
-1
4108
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62
4109
$2K ﹤0.01%
30
-179
4110
$2K ﹤0.01%
30
4111
$2K ﹤0.01%
+63
4112
$2K ﹤0.01%
1
-20
4113
$2K ﹤0.01%
24
4114
$2K ﹤0.01%
+304
4115
$2K ﹤0.01%
200
4116
$2K ﹤0.01%
200
+100
4117
$2K ﹤0.01%
170
-160
4118
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75
4119
$2K ﹤0.01%
72
-326
4120
$2K ﹤0.01%
71
4121
$2K ﹤0.01%
208
4122
$2K ﹤0.01%
93
4123
– –
0
4124
$2K ﹤0.01%
4
4125
$2K ﹤0.01%
106
163 164
165
166 167