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
701
$171K 0.01%
1,750
-311
702
$170K 0.01%
9,940
+2,554
703
$170K 0.01%
9,050
+3,752
704
$169K 0.01%
514
+81
705
$169K 0.01%
2,183
-328
706
$169K 0.01%
7,909
+8
707
$168K 0.01%
23,882
+12,094
708
$168K 0.01%
3,948
-1,932
709
$168K 0.01%
+2,973
710
$168K 0.01%
7,595
+2,693
711
$167K 0.01%
1,721
-858
712
$167K 0.01%
5,004
+1,882
713
$167K 0.01%
9,534
-2,815
714
$166K 0.01%
+3,937
715
$165K 0.01%
4,159
+1
716
$165K 0.01%
9,484
-896
717
$165K 0.01%
+4,625
718
$163K 0.01%
1,336
-127
719
$163K 0.01%
5,976
+3,254
720
$163K 0.01%
2,455
-582
721
$163K 0.01%
1,857
-384
722
$162K 0.01%
4,067
+2,088
723
$160K 0.01%
535
-142
724
$160K 0.01%
81
+24
725
$159K 0.01%
7,650
+3,800
27 28
29
30 31