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
451
$413K 0.03%
18,132
-1,857
452
$412K 0.03%
12,429
+12,229
453
$400K 0.03%
2,630
+199
454
$396K 0.03%
4,011
+656
455
$394K 0.03%
8,783
+1,050
456
$393K 0.03%
9,538
+1,340
457
$392K 0.03%
15,302
+6,640
458
$391K 0.03%
2,925
-783
459
$391K 0.03%
12,471
+978
460
$390K 0.03%
4,770
+4,526
461
$389K 0.03%
3,829
-3,161
462
$387K 0.03%
7,809
-62
463
$385K 0.03%
20,890
+273
464
$378K 0.03%
7,565
-2,767
465
$378K 0.03%
7,490
-9,314
466
$376K 0.03%
10,222
-1,179
467
$374K 0.03%
9,598
-3,181
468
$372K 0.03%
4,108
+1,188
469
$372K 0.03%
1,281
+286
470
$371K 0.03%
14,793
+13,309
471
$370K 0.03%
12,500
+250
472
$370K 0.03%
18,619
+258
473
$370K 0.03%
8,446
+1,279
474
$369K 0.03%
2,930
-2,350
475
$368K 0.03%
7,117
-5,967
17 18
19
20 21