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
1901
$79K ﹤0.01%
3,335
-831
1902
$79K ﹤0.01%
3,552
1903
$79K ﹤0.01%
2,400
1904
$79K ﹤0.01%
2,712
-1,000
1905
$79K ﹤0.01%
3,416
+484
1906
$79K ﹤0.01%
27,412
1907
$79K ﹤0.01%
10,228
-30,184
1908
$79K ﹤0.01%
1,267
+881
1909
$79K ﹤0.01%
20,607
1910
$79K ﹤0.01%
1,536
-284
1911
$78K ﹤0.01%
1,359
-143
1912
$78K ﹤0.01%
1,248
+27
1913
$78K ﹤0.01%
2,473
+26
1914
$78K ﹤0.01%
3,078
-405
1915
$78K ﹤0.01%
2,805
+10
1916
$78K ﹤0.01%
734
+18
1917
$78K ﹤0.01%
816
-225
1918
$78K ﹤0.01%
1,831
-1,488
1919
$78K ﹤0.01%
4,271
-15,109
1920
$78K ﹤0.01%
3,480
+1,281
1921
$78K ﹤0.01%
1,958
-488
1922
$78K ﹤0.01%
8,793
-330
1923
$77K ﹤0.01%
1,399
+289
1924
$77K ﹤0.01%
1,564
-19
1925
$77K ﹤0.01%
3,440
+46
75 76
77
78 79