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
276
$939K 0.07%
29,880
-2,743
277
$938K 0.07%
17,292
+5,980
278
$930K 0.07%
+35,223
279
$926K 0.07%
33,412
-984
280
$926K 0.07%
18,420
-7,947
281
$925K 0.07%
18,310
-5,715
282
$924K 0.07%
15,545
+2,336
283
$921K 0.07%
4,854
+398
284
$913K 0.07%
4,021
+97
285
$910K 0.07%
15,588
+9,803
286
$905K 0.07%
8,929
+4,128
287
$902K 0.07%
19,417
+53
288
$901K 0.07%
39,061
+830
289
$900K 0.07%
5,157
-215
290
$886K 0.07%
11,939
+2,005
291
$883K 0.07%
8,965
+2,211
292
$882K 0.07%
33,751
+2,498
293
$879K 0.07%
7,755
+92
294
$879K 0.07%
16,832
-19
295
$879K 0.07%
4,947
-5,587
296
$874K 0.07%
20,220
+13,530
297
$854K 0.07%
6,542
-308
298
$845K 0.07%
+73,925
299
$844K 0.07%
12,868
+2,472
300
$843K 0.07%
6,793
+28
10 11
12
13 14