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
751
$147K 0.01%
6,187
+2,291
752
$147K 0.01%
3,880
+2,555
753
$147K 0.01%
1,828
-34
754
$147K 0.01%
6,882
-1,470
755
$146K 0.01%
6,359
-42
756
$146K 0.01%
+10,630
757
$146K 0.01%
4,878
-1,559
758
$144K 0.01%
1,654
+202
759
$143K 0.01%
1,830
+552
760
$143K 0.01%
3,560
-57
761
$143K 0.01%
895
-22
762
$140K 0.01%
6,844
+2,022
763
$140K 0.01%
660
-263
764
$138K 0.01%
3,944
+342
765
$138K 0.01%
3,487
766
$138K 0.01%
3,180
-1,180
767
$138K 0.01%
6,071
-13,285
768
$137K 0.01%
10,205
+7,047
769
$137K 0.01%
+1,245
770
$136K 0.01%
3,258
771
$136K 0.01%
24,191
+5,265
772
$136K 0.01%
1,360
+84
773
$136K 0.01%
2,664
-5
774
$136K 0.01%
82,674
775
$135K 0.01%
4,830
-368
29 30
31
32 33