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
526
$298K 0.02%
15,090
-1,780
527
$298K 0.02%
10,030
+2,496
528
$298K 0.02%
13,453
+261
529
$297K 0.02%
11,966
-325
530
$296K 0.02%
30,238
-17,412
531
$296K 0.02%
16,475
+2,108
532
$295K 0.02%
1,986
+89
533
$294K 0.02%
14,249
-1,810
534
$292K 0.02%
1,898
-508
535
$291K 0.02%
1,081
+235
536
$288K 0.02%
12,971
-62,649
537
$286K 0.02%
5,312
+1,006
538
$285K 0.02%
5,260
+1,157
539
$285K 0.02%
5,536
-1,353
540
$284K 0.02%
7,996
541
$283K 0.02%
5,641
+700
542
$282K 0.02%
6,880
+141
543
$282K 0.02%
7,814
+1,400
544
$281K 0.02%
1,086
+3
545
$280K 0.02%
2,328
-59
546
$278K 0.02%
1,567
-22
547
$277K 0.02%
2,172
-48
548
$277K 0.02%
1,523
+513
549
$277K 0.02%
12,391
+5,451
550
$276K 0.02%
504
20 21
22
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