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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
4551
$1K ﹤0.01%
31
4552
$1K ﹤0.01%
13
-18
4553
$1K ﹤0.01%
12
4554
$1K ﹤0.01%
60
-37
4555
$1K ﹤0.01%
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4556
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4
4557
$1K ﹤0.01%
+170
4558
$1K ﹤0.01%
+25
4559
$1K ﹤0.01%
5
4560
$1K ﹤0.01%
+26
4561
$1K ﹤0.01%
3
-86
4562
$1K ﹤0.01%
5
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4563
$1K ﹤0.01%
87
-19
4564
$1K ﹤0.01%
+49
4565
$1K ﹤0.01%
10
4566
$1K ﹤0.01%
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4567
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4568
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3
-48
4569
$1K ﹤0.01%
2
4570
$1K ﹤0.01%
100
-165
4571
$1K ﹤0.01%
47
4572
$1K ﹤0.01%
40
4573
$1K ﹤0.01%
106
-232
4574
$1K ﹤0.01%
35
4575
– –
0
181 182
183
184 185