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
51
$5.18M 0.41%
76,830
+1,974
52
$5.09M 0.4%
16,844
+1,166
53
$5.09M 0.4%
69,410
+5,807
54
$4.76M 0.38%
158,873
-251,796
55
$4.76M 0.38%
19,397
+5,252
56
$4.76M 0.38%
93,797
+982
57
$4.74M 0.38%
24,205
+12,413
58
$4.65M 0.37%
41,939
+24,895
59
$4.5M 0.36%
125,471
+22,878
60
$4.32M 0.34%
80,382
-106
61
$4.28M 0.34%
74,930
+49,286
62
$4.21M 0.33%
+160,178
63
$4.2M 0.33%
185,896
+30,179
64
$4.18M 0.33%
+85,878
65
$4.13M 0.33%
75,731
+2,924
66
$4.04M 0.32%
69,925
+4,921
67
$3.96M 0.31%
72,578
+3,535
68
$3.96M 0.31%
15,547
+1,513
69
$3.91M 0.31%
59,154
-11,265
70
$3.89M 0.31%
11,071
+1,548
71
$3.87M 0.31%
124,540
+56,463
72
$3.69M 0.29%
64,392
-14,115
73
$3.66M 0.29%
13,062
+2,324
74
$3.64M 0.29%
139,697
+137,836
75
$3.64M 0.29%
31,507
+1,327
1 2
3
4 5