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
626
$212K 0.02%
8,420
-1,491
627
$212K 0.02%
+3,135
628
$211K 0.02%
9,335
629
$210K 0.02%
1,588
-75
630
$209K 0.02%
9,407
+8,619
631
$208K 0.02%
3,629
-551
632
$208K 0.02%
3,696
+610
633
$208K 0.02%
7,110
-781
634
$207K 0.02%
12,663
+2,025
635
$206K 0.02%
4,154
+2,252
636
$206K 0.02%
7,608
+696
637
$205K 0.02%
+3,979
638
$205K 0.02%
2,475
+334
639
$204K 0.02%
5,669
+1,550
640
$204K 0.02%
8,650
-2,297
641
$204K 0.02%
1,441
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642
$202K 0.02%
2,146
+1,796
643
$201K 0.02%
3,394
+542
644
$201K 0.02%
5,510
-147
645
$201K 0.02%
4,440
646
$199K 0.02%
3,891
+2,279
647
$198K 0.02%
7,713
-256
648
$197K 0.02%
3,875
-140
649
$197K 0.02%
10,564
+597
650
$197K 0.02%
5,879
+730
24 25
26
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