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
576
$245K 0.02%
3,594
-10
577
$245K 0.02%
6,558
+1,520
578
$245K 0.02%
1,705
+1,388
579
$245K 0.02%
2,820
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580
$244K 0.02%
4,705
+562
581
$244K 0.02%
9,275
-4,495
582
$243K 0.02%
5,756
+313
583
$242K 0.02%
5,288
+3,773
584
$242K 0.02%
7,145
+1,197
585
$240K 0.02%
7,114
+1,834
586
$240K 0.02%
2,019
+288
587
$238K 0.02%
7,158
+1,794
588
$238K 0.02%
2,191
+708
589
$236K 0.02%
12,537
-4,241
590
$236K 0.02%
9,205
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591
$235K 0.02%
33,371
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592
$234K 0.02%
3,959
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593
$233K 0.02%
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-352
594
$233K 0.02%
6,576
-1,494
595
$231K 0.02%
10,204
+1,701
596
$229K 0.02%
4,508
-227
597
$229K 0.02%
8,480
-26
598
$227K 0.02%
2,223
-349
599
$227K 0.02%
575
-100
600
$226K 0.02%
4,132
+1,219
22 23
24
25 26