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
701
$173K 0.01%
6,524
702
$171K 0.01%
1,750
-311
703
$170K 0.01%
9,940
+2,554
704
$170K 0.01%
9,050
+3,752
705
$169K 0.01%
514
+81
706
$169K 0.01%
2,183
-328
707
$169K 0.01%
7,909
+8
708
$168K 0.01%
23,882
+12,094
709
$168K 0.01%
3,948
-1,932
710
$168K 0.01%
+2,973
711
$168K 0.01%
7,595
+2,693
712
$167K 0.01%
1,721
-858
713
$167K 0.01%
5,004
+1,882
714
$167K 0.01%
9,534
-2,815
715
$166K 0.01%
+3,937
716
$165K 0.01%
4,159
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717
$165K 0.01%
9,484
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718
$165K 0.01%
+4,625
719
$163K 0.01%
1,336
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720
$163K 0.01%
5,976
+3,254
721
$163K 0.01%
2,455
-582
722
$163K 0.01%
1,857
-384
723
$162K 0.01%
4,067
+2,088
724
$160K 0.01%
535
-142
725
$160K 0.01%
81
+24
27 28
29
30 31