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
501
$334K 0.03%
1,138
+63
502
$333K 0.03%
8,716
+2,064
503
$333K 0.03%
5,103
-4,766
504
$331K 0.03%
2,162
+55
505
$331K 0.03%
15,190
+730
506
$330K 0.03%
8,903
-377
507
$329K 0.03%
1,737
+117
508
$327K 0.03%
250
+100
509
$324K 0.03%
9,063
-247
510
$322K 0.03%
5,428
+3,476
511
$322K 0.03%
11,471
-1,846
512
$322K 0.03%
9,120
+869
513
$319K 0.03%
6,476
+1
514
$316K 0.03%
3,512
-20
515
$315K 0.03%
8,226
+7,152
516
$313K 0.02%
20,058
+982
517
$313K 0.02%
3,926
+332
518
$311K 0.02%
1,868
+96
519
$311K 0.02%
6,834
+186
520
$309K 0.02%
7,640
-301
521
$308K 0.02%
7,416
+1,964
522
$307K 0.02%
4,644
-840
523
$306K 0.02%
2,136
+975
524
$305K 0.02%
22,636
+4
525
$300K 0.02%
3,633
+991
19 20
21
22 23