We are live on ! Find out more
IA

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
4351
$1K ﹤0.01%
6
-56
4352
$1K ﹤0.01%
2
-154
4353
$1K ﹤0.01%
30
+3
4354
$1K ﹤0.01%
18
+2
4355
$1K ﹤0.01%
44
-1,000
4356
$1K ﹤0.01%
3
4357
$1K ﹤0.01%
+70
4358
$1K ﹤0.01%
5
4359
$1K ﹤0.01%
18
4360
– –
0
4361
$1K ﹤0.01%
3
4362
$1K ﹤0.01%
15
4363
$1K ﹤0.01%
+2
4364
$1K ﹤0.01%
26
4365
– –
-864
4366
$1K ﹤0.01%
16
4367
$1K ﹤0.01%
27
-31
4368
$1K ﹤0.01%
25
+5
4369
$1K ﹤0.01%
75
4370
$1K ﹤0.01%
101
4371
$1K ﹤0.01%
2
4372
$1K ﹤0.01%
+28
4373
$1K ﹤0.01%
+20
4374
$1K ﹤0.01%
103
-2
4375
$1K ﹤0.01%
13
-4
173 174
175
176 177