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
551
$276K 0.02%
504
552
$275K 0.02%
4,758
+1,805
553
$275K 0.02%
1,580
-374
554
$274K 0.02%
3,577
+47
555
$272K 0.02%
10,314
-65,227
556
$271K 0.02%
1,950
-275
557
$271K 0.02%
5,304
+212
558
$270K 0.02%
3,674
-445
559
$268K 0.02%
4,849
+441
560
$266K 0.02%
5,604
+3,829
561
$262K 0.02%
1,716
-57
562
$262K 0.02%
10,164
+979
563
$261K 0.02%
1,950
+75
564
$261K 0.02%
7,427
-1,807
565
$257K 0.02%
6,108
+913
566
$256K 0.02%
6,673
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567
$254K 0.02%
7,998
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568
$254K 0.02%
11,069
+1,800
569
$253K 0.02%
6,404
-197
570
$250K 0.02%
1,246
+52
571
$248K 0.02%
13,248
+3,509
572
$248K 0.02%
9,640
573
$247K 0.02%
2,325
+585
574
$246K 0.02%
4,787
+423
575
$246K 0.02%
1,335
+18
21 22
23
24 25