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
651
$197K 0.02%
1,105
-6
652
$196K 0.02%
1,882
-528
653
$195K 0.02%
1,535
-87
654
$194K 0.02%
1,299
+234
655
$194K 0.02%
2,241
-242
656
$194K 0.02%
7,281
+2,411
657
$193K 0.02%
5,889
-275
658
$193K 0.02%
120
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659
$193K 0.02%
6,419
-41,658
660
$193K 0.02%
2,231
-1,317
661
$193K 0.02%
5,780
+5,635
662
$193K 0.02%
3,547
+541
663
$191K 0.02%
6,969
-2,006
664
$191K 0.02%
1,808
+168
665
$191K 0.02%
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666
$190K 0.02%
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667
$190K 0.02%
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668
$190K 0.02%
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669
$190K 0.02%
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670
$189K 0.02%
2,739
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671
$189K 0.02%
169
-79
672
$186K 0.01%
2,057
+31
673
$185K 0.01%
4,448
-332
674
$185K 0.01%
1,674
-8
675
$185K 0.01%
1,239
+2
25 26
27
28 29