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
3876
– –
0
3877
– –
0
3878
– –
0
3879
– –
0
3880
– –
0
3881
– –
0
3882
– –
-816
3883
– –
0
3884
– –
0
3885
– –
0
3886
– –
0
3887
– –
0
3888
– –
0
3889
– –
0
3890
– –
-8
3891
$0 ﹤0.01%
3
-155
3892
– –
0
3893
– –
0
3894
– –
-36
3895
– –
0
3896
– –
0
3897
$0 ﹤0.01%
10
3898
– –
0
3899
$0 ﹤0.01%
1
3900
– –
0
154 155
156
157 158