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
601
$226K 0.02%
4,132
+1,219
602
$225K 0.02%
890
+35
603
$224K 0.02%
609
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604
$224K 0.02%
3,101
+2
605
$223K 0.02%
4,696
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606
$222K 0.02%
3,034
-24
607
$222K 0.02%
919
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608
$221K 0.02%
4,326
-136
609
$221K 0.02%
+8,807
610
$220K 0.02%
1,362
-651
611
$219K 0.02%
5,511
+1,789
612
$219K 0.02%
4,296
+1,604
613
$219K 0.02%
3,344
-22
614
$218K 0.02%
6,113
615
$217K 0.02%
1,530
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616
$216K 0.02%
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617
$216K 0.02%
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618
$215K 0.02%
7,293
-1,110
619
$215K 0.02%
1,037
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620
$214K 0.02%
2,079
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621
$214K 0.02%
2,436
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622
$214K 0.02%
3,535
+1,001
623
$213K 0.02%
5,048
-3,019
624
$213K 0.02%
8,250
-1,652
625
$212K 0.02%
3,922
-27
23 24
25
26 27