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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
4476
– –
-31
4477
$1K ﹤0.01%
28
4478
$1K ﹤0.01%
100
-3,650
4479
– –
-39
4480
$1K ﹤0.01%
1
-37,647
4481
$1K ﹤0.01%
100
4482
$1K ﹤0.01%
9
4483
$1K ﹤0.01%
22
4484
$1K ﹤0.01%
5
4485
$1K ﹤0.01%
50
4486
$1K ﹤0.01%
+4
4487
$1K ﹤0.01%
6
-46
4488
$1K ﹤0.01%
123
4489
$1K ﹤0.01%
12
-48
4490
$1K ﹤0.01%
5
4491
$1K ﹤0.01%
+24
4492
$1K ﹤0.01%
+11
4493
$1K ﹤0.01%
19
4494
$1K ﹤0.01%
8
4495
$1K ﹤0.01%
9
-1
4496
$1K ﹤0.01%
68
-4
4497
$1K ﹤0.01%
10
-1,002
4498
$1K ﹤0.01%
3
-40
4499
$1K ﹤0.01%
1
-1
4500
$1K ﹤0.01%
3
-65
178 179
180
181 182