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
576
$246K 0.02%
13,284
+809
577
$245K 0.02%
3,594
-10
578
$245K 0.02%
6,558
+1,520
579
$245K 0.02%
1,705
+1,388
580
$245K 0.02%
2,820
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581
$244K 0.02%
4,705
+562
582
$244K 0.02%
9,275
-4,495
583
$243K 0.02%
5,756
+313
584
$242K 0.02%
5,288
+3,773
585
$242K 0.02%
7,145
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586
$240K 0.02%
2,019
+288
587
$240K 0.02%
7,114
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588
$238K 0.02%
7,158
+1,794
589
$238K 0.02%
2,191
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590
$236K 0.02%
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$236K 0.02%
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592
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33,371
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593
$234K 0.02%
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594
$233K 0.02%
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595
$233K 0.02%
6,576
-1,494
596
$231K 0.02%
10,204
+1,701
597
$229K 0.02%
4,508
-227
598
$229K 0.02%
8,480
-26
599
$227K 0.02%
2,223
-349
600
$227K 0.02%
575
-100
22 23
24
25 26