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
626
$212K 0.02%
8,420
-1,491
627
$211K 0.02%
9,335
628
$210K 0.02%
1,588
-75
629
$209K 0.02%
9,407
+8,619
630
$208K 0.02%
3,629
-551
631
$208K 0.02%
3,696
+610
632
$208K 0.02%
7,110
-781
633
$207K 0.02%
12,663
+2,025
634
$206K 0.02%
4,154
+2,252
635
$206K 0.02%
7,608
+696
636
$205K 0.02%
+3,979
637
$205K 0.02%
2,475
+334
638
$204K 0.02%
8,650
-2,297
639
$204K 0.02%
1,441
+775
640
$204K 0.02%
5,669
+1,550
641
$202K 0.02%
2,146
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642
$201K 0.02%
4,440
643
$201K 0.02%
3,394
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644
$201K 0.02%
5,510
-147
645
$199K 0.02%
3,891
+2,279
646
$198K 0.02%
7,713
-256
647
$197K 0.02%
3,875
-140
648
$197K 0.02%
10,564
+597
649
$197K 0.02%
5,879
+730
650
$197K 0.02%
1,105
-6
24 25
26
27 28