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
726
$159K 0.01%
7,650
+3,800
727
$159K 0.01%
2,106
+1,060
728
$159K 0.01%
2,500
729
$158K 0.01%
23,164
730
$158K 0.01%
9,142
+1,609
731
$158K 0.01%
6,757
+5,666
732
$157K 0.01%
6,234
733
$155K 0.01%
3,146
-1,455
734
$153K 0.01%
4,118
-1,059
735
$153K 0.01%
2,566
-584
736
$153K 0.01%
+1,760
737
$153K 0.01%
3,780
-780
738
$152K 0.01%
13,379
+3,181
739
$152K 0.01%
1,365
+75
740
$152K 0.01%
+24,691
741
$152K 0.01%
2,628
+2,143
742
$151K 0.01%
1,979
-1,082
743
$151K 0.01%
10,286
+2,578
744
$151K 0.01%
+3,945
745
$150K 0.01%
1,517
+584
746
$150K 0.01%
25,430
747
$149K 0.01%
1,011
-1,079
748
$149K 0.01%
+1,717
749
$148K 0.01%
2,924
-170
750
$148K 0.01%
5,310
-12,287
28 29
30
31 32