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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
4376
$1K ﹤0.01%
+37
4377
$1K ﹤0.01%
3
4378
$1K ﹤0.01%
8
+6
4379
$1K ﹤0.01%
147
+38
4380
$1K ﹤0.01%
106
+6
4381
$1K ﹤0.01%
+6
4382
$1K ﹤0.01%
+37
4383
$1K ﹤0.01%
3
4384
$1K ﹤0.01%
16
4385
$1K ﹤0.01%
100
-4,735
4386
$1K ﹤0.01%
20
4387
$1K ﹤0.01%
100
4388
$1K ﹤0.01%
1
-10
4389
$1K ﹤0.01%
30
4390
$1K ﹤0.01%
14
-20
4391
$1K ﹤0.01%
42
+14
4392
$1K ﹤0.01%
2
4393
$1K ﹤0.01%
124
-76
4394
$1K ﹤0.01%
+25
4395
$1K ﹤0.01%
+33
4396
$1K ﹤0.01%
+30
4397
$1K ﹤0.01%
19
-6
4398
$1K ﹤0.01%
10
-100
4399
$1K ﹤0.01%
166
4400
$1K ﹤0.01%
11
174 175
176
177 178