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
2251
$50K ﹤0.01%
1,355
-135
2252
$50K ﹤0.01%
773
+72
2253
$49K ﹤0.01%
777
+14
2254
$49K ﹤0.01%
5,929
-163
2255
$49K ﹤0.01%
1,566
+1,259
2256
$49K ﹤0.01%
2,927
+26
2257
$49K ﹤0.01%
1,963
+1,500
2258
$49K ﹤0.01%
407
-140
2259
$49K ﹤0.01%
1,282
-304
2260
$49K ﹤0.01%
1,000
2261
$49K ﹤0.01%
2,056
+1,196
2262
$49K ﹤0.01%
980
-1,690
2263
$49K ﹤0.01%
1,973
-3,539
2264
$49K ﹤0.01%
+655
2265
$49K ﹤0.01%
2,846
-7,910
2266
$49K ﹤0.01%
311
-421
2267
$49K ﹤0.01%
1,502
-38
2268
$49K ﹤0.01%
1,632
+8
2269
$49K ﹤0.01%
2,569
+351
2270
$49K ﹤0.01%
3,912
2271
$48K ﹤0.01%
357
-2,405
2272
$48K ﹤0.01%
2,280
-382
2273
$48K ﹤0.01%
4,215
+3,710
2274
$48K ﹤0.01%
3,700
2275
$48K ﹤0.01%
1,563
+624
89 90
91
92 93