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
426
$465K 0.04%
6,022
-2,666
427
$462K 0.04%
6,270
+1,536
428
$457K 0.04%
28,476
-9,764
429
$456K 0.04%
9,203
-8,424
430
$451K 0.04%
8,709
-764
431
$447K 0.04%
7,416
-2,800
432
$446K 0.04%
24,592
+19,822
433
$445K 0.04%
+17,189
434
$441K 0.03%
8,707
+258
435
$431K 0.03%
8,936
+199
436
$429K 0.03%
17,518
-7,153
437
$428K 0.03%
10,549
+193
438
$426K 0.03%
12,937
+159
439
$426K 0.03%
10,165
+841
440
$424K 0.03%
3,804
+853
441
$424K 0.03%
25,581
+13,090
442
$423K 0.03%
4,481
-54
443
$422K 0.03%
16,806
-153
444
$421K 0.03%
5,286
-295
445
$420K 0.03%
8,154
+7,723
446
$419K 0.03%
1,828
+292
447
$419K 0.03%
6,180
+232
448
$418K 0.03%
5,352
-168
449
$416K 0.03%
6,225
+945
450
$414K 0.03%
6,249
-3,800
16 17
18
19 20