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
4026
– –
0
4027
– –
0
4028
– –
0
4029
– –
0
4030
$0 ﹤0.01%
57
-578
4031
– –
0
4032
– –
0
4033
– –
0
4034
– –
0
4035
– –
-3,332
4036
– –
0
4037
– –
0
4038
– –
0
4039
– –
0
4040
– –
0
4041
– –
0
4042
– –
0
4043
– –
0
4044
– –
0
4045
– –
0
4046
– –
0
4047
$0 ﹤0.01%
3
4048
– –
-2,000
4049
– –
-13
4050
– –
-11
160 161
162
163 164