IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,980
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.14M
3
+$7.48M
4
IAU icon
iShares Gold Trust
IAU
+$6.64M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$6M

Top Sells

1
+$7.55M
2
+$5.29M
3
+$3.52M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.84M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.55M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.13M 0.09%
13,858
-29,074
227
$1.13M 0.09%
6,031
+276
228
$1.13M 0.09%
14,112
-2,484
229
$1.12M 0.09%
28,714
+1,048
230
$1.12M 0.09%
16,123
+15,910
231
$1.11M 0.09%
+55,005
232
$1.11M 0.09%
12,982
+5,778
233
$1.09M 0.09%
11,813
-67
234
$1.09M 0.09%
41,928
+41,249
235
$1.09M 0.09%
42,308
+24,934
236
$1.09M 0.09%
14,079
+2,317
237
$1.09M 0.09%
31,852
+25,944
238
$1.09M 0.09%
16,294
+2,828
239
$1.08M 0.09%
24,437
+1,744
240
$1.08M 0.09%
5,190
-1,293
241
$1.08M 0.09%
5,907
+480
242
$1.08M 0.09%
21,898
-4,055
243
$1.08M 0.09%
25,050
+1,241
244
$1.07M 0.09%
3,329
-2,062
245
$1.07M 0.08%
24,149
+23,939
246
$1.06M 0.08%
18,566
-539
247
$1.06M 0.08%
11,801
-668
248
$1.05M 0.08%
7,308
+265
249
$1.04M 0.08%
4,518
-301
250
$1.04M 0.08%
13,330
+417
8 9
10
11 12