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
1976
$72K ﹤0.01%
1,024
+149
1977
$72K ﹤0.01%
2,006
+743
1978
$72K ﹤0.01%
2,133
-878
1979
$72K ﹤0.01%
2,050
1980
$72K ﹤0.01%
2,200
+600
1981
$72K ﹤0.01%
2,132
-1,000
1982
$72K ﹤0.01%
2,815
1983
$72K ﹤0.01%
1,288
+653
1984
$72K ﹤0.01%
2,881
1985
$71K ﹤0.01%
1,551
-49
1986
$71K ﹤0.01%
4,599
-2,711
1987
$71K ﹤0.01%
806
-2,727
1988
$71K ﹤0.01%
1,685
1989
$71K ﹤0.01%
2,095
1990
$71K ﹤0.01%
2,483
-360
1991
$71K ﹤0.01%
1,006
-360
1992
$71K ﹤0.01%
1,146
-64,758
1993
$71K ﹤0.01%
2,027
-147
1994
$71K ﹤0.01%
180
-278
1995
$71K ﹤0.01%
2,707
+46
1996
$71K ﹤0.01%
3,513
1997
$70K ﹤0.01%
1,578
+328
1998
$70K ﹤0.01%
901
-65
1999
$70K ﹤0.01%
1,483
-565
2000
$70K ﹤0.01%
914
+115
78 79
80
81 82