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
351
$650K 0.05%
22,617
+13,234
352
$649K 0.05%
7,489
+2
353
$648K 0.05%
9,624
-1,473
354
$645K 0.05%
4,003
-47
355
$645K 0.05%
24,456
-92,975
356
$644K 0.05%
7,135
+2,280
357
$642K 0.05%
9,037
+8,964
358
$637K 0.05%
23,465
-4,449
359
$636K 0.05%
4,873
-254
360
$631K 0.05%
22,578
-135
361
$627K 0.05%
25,841
+16,050
362
$626K 0.05%
24,499
+21,544
363
$619K 0.05%
6,862
+304
364
$617K 0.05%
7,450
+650
365
$617K 0.05%
15,175
+12,486
366
$612K 0.05%
3,608
+52
367
$612K 0.05%
10,859
-223
368
$605K 0.05%
+43,655
369
$605K 0.05%
22,597
+7,877
370
$603K 0.05%
1,564
+916
371
$598K 0.05%
141,976
+141,233
372
$595K 0.05%
1,815
-28
373
$593K 0.05%
17,926
+17,268
374
$590K 0.05%
20,609
+972
375
$589K 0.05%
19,075
-21,745
13 14
15
16 17