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
251
$1.04M 0.08%
22,540
+4,968
252
$1.04M 0.08%
7,748
-783
253
$1.03M 0.08%
38,176
+15,154
254
$1.03M 0.08%
30,991
+28,491
255
$1.03M 0.08%
46,247
+9,336
256
$1.02M 0.08%
14,950
+1,042
257
$1.02M 0.08%
53,043
+2,495
258
$1.02M 0.08%
8,116
+2,969
259
$1.01M 0.08%
11,587
-2,818
260
$1M 0.08%
9,448
+9,093
261
$1M 0.08%
21,960
+17,200
262
$1M 0.08%
29,630
+22,550
263
$992K 0.08%
15,484
-1,181
264
$990K 0.08%
24,791
-2,680
265
$984K 0.08%
37,482
-2,820
266
$975K 0.08%
17,477
-12,663
267
$966K 0.08%
17,873
+118
268
$964K 0.08%
16,085
-22,312
269
$961K 0.08%
5,533
+35
270
$960K 0.08%
17,593
+4,146
271
$958K 0.08%
42,085
+6,241
272
$951K 0.08%
7,432
-2,399
273
$950K 0.08%
32,477
+18,559
274
$948K 0.08%
22,180
+6,658
275
$947K 0.08%
3,063
+155
9 10
11
12 13