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
$1.26B
AUM Growth
+$272M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,980
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$7.83M
3
+$7.45M
4
IAU icon
iShares Gold Trust
IAU
+$6.42M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$5.87M

Top Sells

1
+$7.49M
2
+$5.27M
3
+$3.43M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.86M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.49M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$938K 0.07%
17,292
+5,980
277
$930K 0.07%
+35,223
278
$926K 0.07%
33,412
-984
279
$926K 0.07%
18,420
-7,947
280
$925K 0.07%
18,310
-5,715
281
$924K 0.07%
15,545
+2,336
282
$921K 0.07%
4,854
+398
283
$913K 0.07%
4,021
+97
284
$910K 0.07%
15,588
+9,803
285
$905K 0.07%
8,929
+4,128
286
$902K 0.07%
19,417
+53
287
$901K 0.07%
39,061
+830
288
$900K 0.07%
5,157
-215
289
$886K 0.07%
11,939
+2,005
290
$883K 0.07%
8,965
+2,211
291
$882K 0.07%
33,751
+2,498
292
$879K 0.07%
7,755
+92
293
$879K 0.07%
16,832
-19
294
$879K 0.07%
4,947
-5,587
295
$874K 0.07%
20,220
+13,530
296
$854K 0.07%
6,542
-308
297
$845K 0.07%
+73,925
298
$844K 0.07%
12,868
+2,472
299
$843K 0.07%
6,793
+28
300
$832K 0.07%
49,616
+44,374
10 11
12
13 14