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
301
$832K 0.07%
49,616
+44,374
302
$824K 0.07%
7,932
-3,108
303
$820K 0.07%
29,991
+11,501
304
$814K 0.06%
17,309
+681
305
$814K 0.06%
5,908
-1,162
306
$811K 0.06%
4,305
-84
307
$801K 0.06%
2,114
+1,237
308
$798K 0.06%
22,974
+1,138
309
$797K 0.06%
7,235
+1,035
310
$796K 0.06%
6,965
311
$795K 0.06%
22,686
+19,409
312
$795K 0.06%
32,556
-5,448
313
$795K 0.06%
7,362
-4
314
$794K 0.06%
18,589
+1,382
315
$788K 0.06%
13,332
+1,340
316
$786K 0.06%
3,862
+3,409
317
$783K 0.06%
15,824
+24
318
$782K 0.06%
12,661
+2,768
319
$779K 0.06%
8,813
-112
320
$775K 0.06%
12,500
-87
321
$764K 0.06%
53,796
+29,837
322
$764K 0.06%
1,422
+319
323
$764K 0.06%
14,621
-3,711
324
$763K 0.06%
8,627
-1,220
325
$759K 0.06%
21,297
+19,923
11 12
13
14 15