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
601
$225K 0.02%
890
+35
602
$224K 0.02%
609
+31
603
$224K 0.02%
3,101
+2
604
$223K 0.02%
4,696
+825
605
$222K 0.02%
3,034
-24
606
$222K 0.02%
919
+236
607
$221K 0.02%
4,326
-136
608
$221K 0.02%
+8,807
609
$220K 0.02%
1,362
-651
610
$219K 0.02%
5,511
+1,789
611
$219K 0.02%
4,296
+1,604
612
$219K 0.02%
3,344
-22
613
$218K 0.02%
6,113
614
$217K 0.02%
1,530
+412
615
$216K 0.02%
2,572
+486
616
$216K 0.02%
5,110
-3,265
617
$215K 0.02%
7,293
-1,110
618
$215K 0.02%
1,037
+603
619
$214K 0.02%
2,079
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620
$214K 0.02%
2,436
+765
621
$214K 0.02%
3,535
+1,001
622
$213K 0.02%
5,048
-3,019
623
$213K 0.02%
8,250
-1,652
624
$212K 0.02%
3,922
-27
625
$212K 0.02%
+3,135
23 24
25
26 27