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
501
$334K 0.03%
22,606
-1,127
502
$334K 0.03%
1,138
+63
503
$333K 0.03%
8,716
+2,064
504
$333K 0.03%
5,103
-4,766
505
$331K 0.03%
15,190
+730
506
$331K 0.03%
2,162
+55
507
$330K 0.03%
8,903
-377
508
$329K 0.03%
1,737
+117
509
$327K 0.03%
250
+100
510
$324K 0.03%
9,063
-247
511
$322K 0.03%
11,471
-1,846
512
$322K 0.03%
9,120
+869
513
$322K 0.03%
5,428
+3,476
514
$319K 0.03%
6,476
+1
515
$316K 0.03%
3,512
-20
516
$315K 0.03%
8,226
+7,152
517
$313K 0.02%
20,058
+982
518
$313K 0.02%
3,926
+332
519
$311K 0.02%
1,868
+96
520
$311K 0.02%
6,834
+186
521
$309K 0.02%
7,640
-301
522
$308K 0.02%
7,416
+1,964
523
$307K 0.02%
4,644
-840
524
$306K 0.02%
2,136
+975
525
$305K 0.02%
22,636
+4
19 20
21
22 23