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
2301
$46K ﹤0.01%
2,583
-457
2302
$46K ﹤0.01%
1,821
2303
$46K ﹤0.01%
1,483
-1,111
2304
$46K ﹤0.01%
315
-198
2305
$46K ﹤0.01%
561
-111
2306
$45K ﹤0.01%
434
+23
2307
$45K ﹤0.01%
641
2308
$45K ﹤0.01%
3,682
-348
2309
$45K ﹤0.01%
587
-484
2310
$45K ﹤0.01%
2,400
-695
2311
$45K ﹤0.01%
886
-240
2312
$45K ﹤0.01%
692
-55
2313
$45K ﹤0.01%
531
-627
2314
$45K ﹤0.01%
1,599
+883
2315
$45K ﹤0.01%
328
-52
2316
$45K ﹤0.01%
3,197
-17
2317
$45K ﹤0.01%
467
-746
2318
$45K ﹤0.01%
3,303
-752
2319
$45K ﹤0.01%
2,062
+1,329
2320
$45K ﹤0.01%
3,988
-90,654
2321
$45K ﹤0.01%
926
+18
2322
$45K ﹤0.01%
839
+53
2323
$44K ﹤0.01%
588
2324
$44K ﹤0.01%
4,600
2325
$44K ﹤0.01%
1,597
+95
91 92
93
94 95