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
401
$520K 0.04%
10,319
-990
402
$520K 0.04%
16,063
+6,785
403
$519K 0.04%
10,857
-2,986
404
$511K 0.04%
4,061
+329
405
$506K 0.04%
28,990
-178
406
$503K 0.04%
10,334
+32
407
$502K 0.04%
17,859
+1,837
408
$499K 0.04%
18,651
+1,957
409
$497K 0.04%
5,889
-860
410
$495K 0.04%
16,020
+70
411
$494K 0.04%
10,348
+1,499
412
$494K 0.04%
27,336
-420
413
$493K 0.04%
+25,098
414
$492K 0.04%
5,133
-960
415
$492K 0.04%
7,515
-123
416
$484K 0.04%
2,803
-52
417
$480K 0.04%
18,198
+16,546
418
$478K 0.04%
16,699
+10,488
419
$477K 0.04%
9,354
-5,319
420
$476K 0.04%
13,153
-2,500
421
$475K 0.04%
2,182
+247
422
$475K 0.04%
18,703
+11,868
423
$471K 0.04%
19,184
+121
424
$466K 0.04%
5,110
+3,910
425
$465K 0.04%
7,525
+5,973
15 16
17
18 19