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
376
$586K 0.05%
13,170
-1,340
377
$586K 0.05%
24,037
-144,554
378
$581K 0.05%
17,271
-373
379
$581K 0.05%
2,957
-33
380
$578K 0.05%
9,794
-123
381
$576K 0.05%
6,176
+446
382
$573K 0.05%
19,045
-3,156
383
$566K 0.04%
2,361
+236
384
$561K 0.04%
6,080
-830
385
$559K 0.04%
15,104
+407
386
$557K 0.04%
20,895
+610
387
$551K 0.04%
10,986
+1,209
388
$551K 0.04%
+19,903
389
$550K 0.04%
15,156
+14,464
390
$549K 0.04%
8,966
-522
391
$547K 0.04%
9,739
-341
392
$545K 0.04%
11,688
+779
393
$545K 0.04%
53,868
+7,243
394
$542K 0.04%
9,991
+9,194
395
$537K 0.04%
19,340
-2,344
396
$537K 0.04%
22,383
-167
397
$536K 0.04%
89,161
+8,622
398
$534K 0.04%
13,974
-2,928
399
$527K 0.04%
+40,942
400
$522K 0.04%
20,789
-5,133
14 15
16
17 18