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
651
$196K 0.02%
1,882
-528
652
$195K 0.02%
1,535
-87
653
$194K 0.02%
7,281
+2,411
654
$194K 0.02%
1,299
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655
$194K 0.02%
2,241
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656
$193K 0.02%
5,889
-275
657
$193K 0.02%
120
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658
$193K 0.02%
6,419
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659
$193K 0.02%
2,231
-1,317
660
$193K 0.02%
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661
$193K 0.02%
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662
$191K 0.02%
6,969
-2,006
663
$191K 0.02%
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$191K 0.02%
2,013
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665
$190K 0.02%
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$190K 0.02%
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$190K 0.02%
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$189K 0.02%
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670
$189K 0.02%
169
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$186K 0.01%
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$185K 0.01%
1,674
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673
$185K 0.01%
1,239
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674
$185K 0.01%
4,448
-332
675
$185K 0.01%
29,274
+25,269
25 26
27
28 29