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
376
$586K 0.05%
24,037
-144,554
377
$581K 0.05%
17,271
-373
378
$581K 0.05%
2,957
-33
379
$578K 0.05%
9,794
-123
380
$576K 0.05%
6,176
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381
$573K 0.05%
19,045
-3,156
382
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2,361
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383
$561K 0.04%
6,080
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384
$559K 0.04%
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385
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20,895
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386
$551K 0.04%
10,986
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387
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+19,903
388
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15,156
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389
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8,966
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53,868
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393
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19,982
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394
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19,340
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395
$537K 0.04%
22,383
-167
396
$536K 0.04%
89,161
+8,622
397
$534K 0.04%
13,974
-2,928
398
$527K 0.04%
+40,942
399
$522K 0.04%
20,789
-5,133
400
$520K 0.04%
10,319
-990
14 15
16
17 18