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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
4176
$2K ﹤0.01%
400
-707
4177
$2K ﹤0.01%
67
4178
$2K ﹤0.01%
68
4179
$2K ﹤0.01%
130
4180
$2K ﹤0.01%
165
-3,000
4181
– –
0
4182
$2K ﹤0.01%
+47
4183
$2K ﹤0.01%
59
-46
4184
$2K ﹤0.01%
81
4185
$2K ﹤0.01%
4
-22
4186
$2K ﹤0.01%
13
-910
4187
$2K ﹤0.01%
250
4188
$2K ﹤0.01%
142
4189
$2K ﹤0.01%
47
-29
4190
$2K ﹤0.01%
82
+26
4191
$2K ﹤0.01%
+2
4192
$2K ﹤0.01%
52
4193
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60
4194
$2K ﹤0.01%
198
-13
4195
$2K ﹤0.01%
+73
4196
$2K ﹤0.01%
130
4197
$2K ﹤0.01%
43
-1,825
4198
$2K ﹤0.01%
110
-793
4199
$2K ﹤0.01%
41
4200
$2K ﹤0.01%
500
166 167
168
169 170