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
326
$756K 0.06%
26,992
+7,098
327
$752K 0.06%
13,020
-2,936
328
$745K 0.06%
13,528
-720
329
$742K 0.06%
+72,122
330
$738K 0.06%
9,250
-8
331
$736K 0.06%
17,475
+1,291
332
$734K 0.06%
25,960
+25,920
333
$731K 0.06%
5,437
+1,952
334
$729K 0.06%
6,152
+933
335
$725K 0.06%
+28,553
336
$725K 0.06%
9,510
-204
337
$722K 0.06%
14,507
-614
338
$712K 0.06%
8,160
+797
339
$712K 0.06%
11,489
-13,452
340
$708K 0.06%
4,340
+51
341
$703K 0.06%
6,616
+2,989
342
$696K 0.06%
6,680
+6,529
343
$691K 0.05%
10,045
+1,745
344
$690K 0.05%
5,475
+349
345
$687K 0.05%
20,180
+7,957
346
$685K 0.05%
17,723
-3,747
347
$678K 0.05%
18,199
-3,033
348
$674K 0.05%
23,955
-2,415
349
$666K 0.05%
7,043
-6,709
350
$659K 0.05%
37,279
-1,162
12 13
14
15 16