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
1476
$156K ﹤0.01%
7,032
-2,058
1477
$156K ﹤0.01%
1,330
-388
1478
$156K ﹤0.01%
8,670
-3,001
1479
$155K ﹤0.01%
6,204
+41
1480
$155K ﹤0.01%
4,038
-92
1481
$155K ﹤0.01%
2,097
+479
1482
$155K ﹤0.01%
3,482
-4,278
1483
$155K ﹤0.01%
756
-4
1484
$154K ﹤0.01%
4,740
-114
1485
$154K ﹤0.01%
1,328
+47
1486
$154K ﹤0.01%
+6,100
1487
$154K ﹤0.01%
175
+22
1488
$153K ﹤0.01%
9,943
-114
1489
$153K ﹤0.01%
1,260
1490
$153K ﹤0.01%
4,673
1491
$153K ﹤0.01%
1,876
-19,929
1492
$153K ﹤0.01%
2,594
-521
1493
$153K ﹤0.01%
1,049
+28
1494
$152K ﹤0.01%
6,900
-30,750
1495
$152K ﹤0.01%
2,518
-3,182
1496
$152K ﹤0.01%
11,829
+1,083
1497
$152K ﹤0.01%
5,376
-70
1498
$152K ﹤0.01%
1,764
+1,027
1499
$151K ﹤0.01%
2,908
+1
1500
$151K ﹤0.01%
2,148
-1,075
58 59
60
61 62