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
476
$364K 0.03%
708
+48
477
$363K 0.03%
7,968
-5,922
478
$362K 0.03%
1,394
-9,836
479
$362K 0.03%
5,432
+5,232
480
$361K 0.03%
9,911
+902
481
$360K 0.03%
+17,685
482
$359K 0.03%
6,612
+5,825
483
$357K 0.03%
+4,404
484
$356K 0.03%
13,472
-444
485
$356K 0.03%
+13,355
486
$355K 0.03%
3,787
+261
487
$355K 0.03%
+16,945
488
$350K 0.03%
6,140
-266
489
$348K 0.03%
4,777
-1,462
490
$346K 0.03%
7,075
-68
491
$345K 0.03%
6,956
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492
$344K 0.03%
15,607
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493
$340K 0.03%
6,988
+1,232
494
$338K 0.03%
9,241
+180
495
$338K 0.03%
7,184
+335
496
$338K 0.03%
5,678
+392
497
$337K 0.03%
6,721
-173
498
$336K 0.03%
2,107
-305
499
$336K 0.03%
8,802
+192
500
$334K 0.03%
22,606
-1,127
18 19
20
21 22