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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
4576
$1K ﹤0.01%
4
4577
$1K ﹤0.01%
22
-10
4578
$1K ﹤0.01%
38
+6
4579
$1K ﹤0.01%
100
-41
4580
$1K ﹤0.01%
143
-13,084
4581
$1K ﹤0.01%
67
-204
4582
$1K ﹤0.01%
12
-1,988
4583
$1K ﹤0.01%
21
+5
4584
– –
-301
4585
– –
-3,789
4586
– –
-61
4587
– –
-54
4588
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-190
4589
– –
-1,001
4590
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-90
4591
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-805
4592
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-79
4593
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-178
4594
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-22,293
4595
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-600
4596
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4597
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-4
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-347
4599
– –
-4,555
4600
– –
-24,784
182 183
184
185 186