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
2151
$56K ﹤0.01%
705
+46
2152
$56K ﹤0.01%
1,809
+8
2153
$56K ﹤0.01%
542
-84
2154
$56K ﹤0.01%
1,857
+687
2155
$56K ﹤0.01%
+1,030
2156
$56K ﹤0.01%
11,011
-3,000
2157
$56K ﹤0.01%
1,305
-10
2158
$56K ﹤0.01%
2,273
-170
2159
$56K ﹤0.01%
4,385
-6,331
2160
$56K ﹤0.01%
2,055
-1,228
2161
$56K ﹤0.01%
6
-44
2162
$56K ﹤0.01%
2,251
2163
$55K ﹤0.01%
885
+9
2164
$55K ﹤0.01%
925
-168
2165
$55K ﹤0.01%
657
+16
2166
$55K ﹤0.01%
3,086
-1,507
2167
$55K ﹤0.01%
182
+90
2168
$55K ﹤0.01%
627
-143
2169
$55K ﹤0.01%
2,811
+35
2170
$55K ﹤0.01%
1,802
-462
2171
$55K ﹤0.01%
4,321
+29
2172
$55K ﹤0.01%
2,200
2173
$55K ﹤0.01%
64
+63
2174
$54K ﹤0.01%
4,047
-614
2175
$54K ﹤0.01%
1,067
-1,082
85 86
87
88 89