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
676
$185K 0.01%
29,274
+25,269
677
$184K 0.01%
1,130
-328
678
$184K 0.01%
1,600
+185
679
$183K 0.01%
13,082
-3,824
680
$181K 0.01%
5,391
+2,063
681
$180K 0.01%
2,853
+48
682
$180K 0.01%
3,580
+860
683
$180K 0.01%
10,062
+2,296
684
$178K 0.01%
2,028
+474
685
$177K 0.01%
6,841
+862
686
$176K 0.01%
1,300
+74
687
$176K 0.01%
6,714
688
$176K 0.01%
1,486
-13
689
$175K 0.01%
4,135
-40
690
$175K 0.01%
3,051
-57
691
$175K 0.01%
1,073
-51
692
$174K 0.01%
2,761
+5
693
$174K 0.01%
174
-6
694
$174K 0.01%
3,102
-392
695
$174K 0.01%
7,281
-1,134
696
$174K 0.01%
18,345
+1,067
697
$173K 0.01%
17,539
-3,879
698
$173K 0.01%
9,650
-118
699
$173K 0.01%
5,665
-176
700
$173K 0.01%
890
-913
26 27
28
29 30