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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$61K ﹤0.01%
7,000
+500
2102
$61K ﹤0.01%
575
+546
2103
$61K ﹤0.01%
307
-98
2104
$61K ﹤0.01%
1,276
-12
2105
$61K ﹤0.01%
3,300
2106
$61K ﹤0.01%
260
2107
$61K ﹤0.01%
351
-11
2108
$60K ﹤0.01%
9,424
+874
2109
$60K ﹤0.01%
1,234
-23
2110
$60K ﹤0.01%
2,336
-2,474
2111
$60K ﹤0.01%
1,674
+1,558
2112
$60K ﹤0.01%
1,768
+658
2113
$60K ﹤0.01%
1,899
+484
2114
$60K ﹤0.01%
1,164
+86
2115
$60K ﹤0.01%
462
2116
$60K ﹤0.01%
2,100
-1,650
2117
$60K ﹤0.01%
2,333
+2,330
2118
$60K ﹤0.01%
957
-528
2119
$59K ﹤0.01%
1,881
-481
2120
$59K ﹤0.01%
1,704
+450
2121
$59K ﹤0.01%
52
2122
$59K ﹤0.01%
527
-11
2123
$59K ﹤0.01%
+2,400
2124
$59K ﹤0.01%
1,517
-1,120
2125
$59K ﹤0.01%
1,769
-2,485
83 84
85
86 87