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
1351
$201K 0.01%
1,426
1352
$200K 0.01%
5,894
+589
1353
$200K 0.01%
21,700
+9,151
1354
$199K 0.01%
+9,683
1355
$199K 0.01%
15,360
-7,900
1356
$198K 0.01%
9,828
-15,448
1357
$198K 0.01%
3,349
+518
1358
$198K 0.01%
9,062
-3,476
1359
$198K 0.01%
3,124
+317
1360
$197K 0.01%
3,926
+167
1361
$197K 0.01%
7,581
-526
1362
$196K 0.01%
17,527
-42
1363
$196K 0.01%
17,443
-8,508
1364
$196K 0.01%
1,946
-339
1365
$196K 0.01%
4,751
+4,400
1366
$196K 0.01%
4,281
+1,613
1367
$195K 0.01%
4,297
-1,229
1368
$195K 0.01%
189
-43
1369
$195K 0.01%
7,708
1370
$194K 0.01%
14,880
+5,063
1371
$194K 0.01%
2,875
-180
1372
$194K 0.01%
1,527
+128
1373
$193K 0.01%
7,707
+54
1374
$193K 0.01%
4,863
-1,827
1375
$193K 0.01%
7,787
-75
53 54
55
56 57