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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
4501
$1K ﹤0.01%
75
4502
$1K ﹤0.01%
1
-67
4503
$1K ﹤0.01%
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4504
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39
4505
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40
+17
4506
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+15
4507
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2,000
-2,000
4508
$1K ﹤0.01%
16
-34
4509
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4510
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4511
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4512
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-16
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4514
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3
4515
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4518
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4519
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4520
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1
4521
$1K ﹤0.01%
18
4522
$1K ﹤0.01%
200
4523
$1K ﹤0.01%
350
-1,133
4524
$1K ﹤0.01%
1,000
4525
$1K ﹤0.01%
26
179 180
181
182 183