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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
4451
$1K ﹤0.01%
1,000
4452
$1K ﹤0.01%
11
4453
$1K ﹤0.01%
2
4454
$1K ﹤0.01%
1
4455
$1K ﹤0.01%
16
4456
$1K ﹤0.01%
23
-131
4457
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+10
4458
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2
4459
$1K ﹤0.01%
13
4460
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12
4461
$1K ﹤0.01%
+19
4462
$1K ﹤0.01%
+100
4463
$1K ﹤0.01%
+4
4464
$1K ﹤0.01%
20
4465
$1K ﹤0.01%
14
4466
$1K ﹤0.01%
45
4467
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+18
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$1K ﹤0.01%
7
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4469
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5
4470
$1K ﹤0.01%
4
4471
$1K ﹤0.01%
7
4472
$1K ﹤0.01%
+30
4473
$1K ﹤0.01%
35
4474
$1K ﹤0.01%
16
4475
$1K ﹤0.01%
20
177 178
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