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
426
$462K 0.04%
6,270
+1,536
427
$457K 0.04%
28,476
-9,764
428
$456K 0.04%
9,203
-8,424
429
$451K 0.04%
8,709
-764
430
$447K 0.04%
7,416
-2,800
431
$446K 0.04%
24,592
+19,822
432
$445K 0.04%
+17,189
433
$441K 0.04%
8,707
+258
434
$431K 0.03%
8,936
+199
435
$429K 0.03%
17,518
-7,153
436
$428K 0.03%
10,549
+193
437
$426K 0.03%
12,937
+159
438
$426K 0.03%
10,165
+841
439
$424K 0.03%
3,804
+853
440
$424K 0.03%
25,581
+13,090
441
$423K 0.03%
4,481
-54
442
$422K 0.03%
16,806
-153
443
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5,286
-295
444
$420K 0.03%
8,154
+7,723
445
$419K 0.03%
1,828
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446
$419K 0.03%
6,180
+232
447
$418K 0.03%
5,352
-168
448
$416K 0.03%
6,225
+945
449
$414K 0.03%
6,249
-3,800
450
$413K 0.03%
18,132
-1,857
16 17
18
19 20