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
326
$752K 0.06%
13,020
-2,936
327
$745K 0.06%
13,528
-720
328
$742K 0.06%
+72,122
329
$738K 0.06%
9,250
-8
330
$736K 0.06%
17,475
+1,291
331
$734K 0.06%
25,960
+25,920
332
$731K 0.06%
5,437
+1,952
333
$729K 0.06%
6,152
+933
334
$725K 0.06%
+28,553
335
$725K 0.06%
9,510
-204
336
$722K 0.06%
14,507
-614
337
$712K 0.06%
8,160
+797
338
$712K 0.06%
11,489
-13,452
339
$708K 0.06%
4,340
+51
340
$703K 0.06%
6,616
+2,989
341
$696K 0.06%
6,680
+6,529
342
$691K 0.05%
10,045
+1,745
343
$690K 0.05%
10,950
+698
344
$687K 0.05%
20,180
+7,957
345
$685K 0.05%
17,723
-3,747
346
$678K 0.05%
18,199
-3,033
347
$674K 0.05%
23,955
-2,415
348
$666K 0.05%
7,043
-6,709
349
$659K 0.05%
37,279
-1,162
350
$650K 0.05%
22,617
+13,234
12 13
14
15 16