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
476
$365K 0.03%
15,604
+1,026
477
$364K 0.03%
708
+48
478
$363K 0.03%
7,968
-5,922
479
$362K 0.03%
1,394
-9,836
480
$362K 0.03%
5,432
+5,232
481
$361K 0.03%
9,911
+902
482
$360K 0.03%
+17,685
483
$359K 0.03%
6,612
+5,825
484
$357K 0.03%
+4,404
485
$356K 0.03%
13,472
-444
486
$356K 0.03%
+13,355
487
$355K 0.03%
3,787
+261
488
$355K 0.03%
+16,945
489
$350K 0.03%
6,140
-266
490
$348K 0.03%
4,777
-1,462
491
$346K 0.03%
7,075
-68
492
$345K 0.03%
6,956
+4,834
493
$344K 0.03%
15,607
+122
494
$340K 0.03%
6,988
+1,232
495
$338K 0.03%
9,241
+180
496
$338K 0.03%
7,184
+335
497
$338K 0.03%
5,678
+392
498
$337K 0.03%
6,721
-173
499
$336K 0.03%
8,802
+192
500
$336K 0.03%
2,107
-305
18 19
20
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