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
551
$275K 0.02%
4,758
+1,805
552
$275K 0.02%
1,580
-374
553
$274K 0.02%
3,577
+47
554
$272K 0.02%
10,314
-65,227
555
$271K 0.02%
1,950
-275
556
$271K 0.02%
5,304
+212
557
$270K 0.02%
3,674
-445
558
$268K 0.02%
4,849
+441
559
$266K 0.02%
5,604
+3,829
560
$262K 0.02%
10,164
+979
561
$262K 0.02%
1,716
-57
562
$261K 0.02%
1,950
+75
563
$261K 0.02%
7,427
-1,807
564
$257K 0.02%
6,108
+913
565
$256K 0.02%
6,673
+1,629
566
$254K 0.02%
7,998
+1,831
567
$254K 0.02%
11,069
+1,800
568
$253K 0.02%
6,404
-197
569
$250K 0.02%
1,246
+52
570
$248K 0.02%
13,248
+3,509
571
$248K 0.02%
9,640
572
$247K 0.02%
2,325
+585
573
$246K 0.02%
4,787
+423
574
$246K 0.02%
1,335
+18
575
$246K 0.02%
13,284
+809
21 22
23
24 25