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
401
$520K 0.04%
16,063
+6,785
402
$519K 0.04%
10,857
-2,986
403
$511K 0.04%
4,061
+329
404
$506K 0.04%
28,990
-178
405
$503K 0.04%
10,334
+32
406
$502K 0.04%
17,859
+1,837
407
$499K 0.04%
18,651
+1,957
408
$497K 0.04%
5,889
-860
409
$495K 0.04%
16,020
+70
410
$494K 0.04%
10,348
+1,499
411
$494K 0.04%
27,336
-420
412
$493K 0.04%
+25,098
413
$492K 0.04%
5,133
-960
414
$492K 0.04%
7,515
-123
415
$484K 0.04%
2,803
-52
416
$480K 0.04%
18,198
+16,546
417
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16,699
+10,488
418
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9,354
-5,319
419
$476K 0.04%
13,153
-2,500
420
$475K 0.04%
2,182
+247
421
$475K 0.04%
18,703
+11,868
422
$471K 0.04%
19,184
+121
423
$466K 0.04%
5,110
+3,910
424
$465K 0.04%
7,525
+5,973
425
$465K 0.04%
6,022
-2,666
15 16
17
18 19