IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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 3.54%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$774K 0.02%
28,022
-1,753
727
$772K 0.02%
4,359
+3,276
728
$770K 0.02%
30,834
+13,770
729
$768K 0.02%
6,639
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730
$767K 0.02%
38,254
-4,612
731
$761K 0.02%
14,293
+20
732
$760K 0.02%
2,769
-303
733
$747K 0.02%
13,069
-10
734
$744K 0.02%
10,452
-261
735
$742K 0.02%
37,348
+11,220
736
$742K 0.02%
24,324
-19,853
737
$742K 0.02%
22,948
-421
738
$738K 0.02%
36,846
+36,749
739
$738K 0.02%
12,824
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740
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16,273
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741
$731K 0.02%
29,446
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742
$727K 0.02%
29,256
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743
$727K 0.02%
17,830
-31,566
744
$726K 0.02%
18,988
-2,552
745
$721K 0.02%
11,399
-371
746
$717K 0.02%
26,749
+4,102
747
$716K 0.02%
6,539
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748
$714K 0.02%
66,947
-39,520
749
$714K 0.02%
5,658
-2,757
750
$706K 0.02%
17,178
+158
28 29
30
31 32