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
526
$300K 0.02%
3,633
+991
527
$298K 0.02%
15,090
-1,780
528
$298K 0.02%
10,030
+2,496
529
$298K 0.02%
13,453
+261
530
$297K 0.02%
11,966
-325
531
$296K 0.02%
16,475
+2,108
532
$296K 0.02%
30,238
-17,412
533
$295K 0.02%
1,986
+89
534
$294K 0.02%
14,249
-1,810
535
$292K 0.02%
1,898
-508
536
$291K 0.02%
1,081
+235
537
$288K 0.02%
12,971
-62,649
538
$286K 0.02%
5,312
+1,006
539
$285K 0.02%
5,260
+1,157
540
$285K 0.02%
5,536
-1,353
541
$284K 0.02%
7,996
542
$283K 0.02%
5,641
+700
543
$282K 0.02%
6,880
+141
544
$282K 0.02%
7,814
+1,400
545
$281K 0.02%
1,086
+3
546
$280K 0.02%
2,328
-59
547
$278K 0.02%
1,567
-22
548
$277K 0.02%
2,172
-48
549
$277K 0.02%
1,523
+513
550
$277K 0.02%
12,391
+5,451
20 21
22
23 24