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
776
$135K 0.01%
1,736
-429
777
$135K 0.01%
+3,428
778
$135K 0.01%
1,813
-1,365
779
$134K 0.01%
367
+202
780
$134K 0.01%
695
-65
781
$133K 0.01%
1,101
-304
782
$133K 0.01%
683
+53
783
$132K 0.01%
3,070
-68
784
$132K 0.01%
+4,500
785
$132K 0.01%
5,259
+115
786
$132K 0.01%
5,315
-15
787
$132K 0.01%
1,271
+98
788
$131K 0.01%
2,770
+451
789
$131K 0.01%
4,246
-89
790
$131K 0.01%
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791
$130K 0.01%
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792
$130K 0.01%
8,124
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793
$130K 0.01%
3,062
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794
$130K 0.01%
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-809
795
$129K 0.01%
6,518
-115
796
$128K 0.01%
3,956
-275
797
$128K 0.01%
1,428
-238
798
$127K 0.01%
3,316
-202
799
$126K 0.01%
3,715
+372
800
$126K 0.01%
9,826
+1,035
30 31
32
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