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
4501
– –
0
4502
– –
0
4503
– –
0
4504
– –
0
4505
– –
0
4506
– –
0
4507
– –
-500
4508
– –
0
4509
– –
0
4510
– –
0
4511
– –
0
4512
– –
0
4513
– –
0
4514
– –
0
4515
– –
0
4516
– –
0
4517
– –
-3,332
4518
– –
0
4519
– –
0
4520
– –
0
4521
– –
0
4522
– –
-1,025
4523
– –
0
4524
– –
0
4525
– –
0
179 180
181
182 183