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
1176
$278K 0.01%
2,712
-22
1177
$277K 0.01%
6,568
-466
1178
$277K 0.01%
5,420
-738
1179
$277K 0.01%
4,256
-33
1180
$276K 0.01%
3,029
-351
1181
$276K 0.01%
805
1182
$276K 0.01%
3,370
-4,858
1183
$275K 0.01%
9,016
+1,750
1184
$274K 0.01%
3,516
-4,021
1185
$273K 0.01%
11,880
+210
1186
$273K 0.01%
12,510
-2,351
1187
$272K 0.01%
996
-88
1188
$271K 0.01%
18,220
-6,013
1189
$270K 0.01%
10,475
1190
$270K 0.01%
10,559
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1191
$270K 0.01%
13,820
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1192
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43,493
+5,100
1193
$268K 0.01%
7,989
+306
1194
$266K 0.01%
10,590
-1,807
1195
$265K 0.01%
7,335
+205
1196
$265K 0.01%
3,189
-229
1197
$264K 0.01%
7,267
-6,732
1198
$264K 0.01%
3,696
-2,598
1199
$264K 0.01%
4,109
+235
1200
$264K 0.01%
10,144
-5,340
46 47
48
49 50