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
3051
– –
0
3052
– –
0
3053
– –
0
3054
– –
0
3055
– –
0
3056
– –
0
3057
– –
0
3058
– –
0
3059
– –
0
3060
– –
0
3061
– –
0
3062
– –
0
3063
– –
0
3064
– –
0
3065
– –
0
3066
– –
0
3067
$0 ﹤0.01%
7,750
3068
– –
0
3069
– –
0
3070
– –
0
3071
– –
0
3072
$0 ﹤0.01%
6
3073
– –
0
3074
– –
0
3075
– –
0
121 122
123
124 125