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
26
$8.34M 0.66%
41,985
-967
27
$7.98M 0.63%
384,842
+289,132
28
$7.63M 0.6%
42,985
+11,758
29
$7.53M 0.6%
91,203
+33,790
30
$7.48M 0.59%
619,500
-90,894
31
$7.32M 0.58%
62,040
+25,397
32
$7.14M 0.57%
161,692
+4,473
33
$6.92M 0.55%
49,712
+5,311
34
$6.81M 0.54%
124,499
+15,697
35
$6.73M 0.53%
22,915
+2,633
36
$6.59M 0.52%
143,021
+31,793
37
$6.51M 0.52%
145,197
+20,301
38
$6.38M 0.51%
524,016
-90,372
39
$6.35M 0.5%
230,290
-19,198
40
$6.24M 0.49%
40,512
+355
41
$6.21M 0.49%
44,249
+14,916
42
$6.13M 0.49%
43,471
+36,218
43
$6M 0.48%
51,889
+17,382
44
$5.73M 0.45%
56,343
-8,198
45
$5.69M 0.45%
73,035
-10,329
46
$5.49M 0.43%
94,101
+3,628
47
$5.46M 0.43%
58,750
+4,655
48
$5.37M 0.43%
71,528
-141
49
$5.27M 0.42%
23,826
+356
50
$5.27M 0.42%
59,704
+14,009
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