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
776
$135K 0.01%
4,830
-368
777
$135K 0.01%
1,736
-429
778
$135K 0.01%
+3,428
779
$135K 0.01%
1,813
-1,365
780
$134K 0.01%
367
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781
$134K 0.01%
695
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782
$133K 0.01%
1,101
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783
$133K 0.01%
683
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784
$132K 0.01%
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785
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+4,500
786
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5,259
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788
$132K 0.01%
1,271
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789
$131K 0.01%
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790
$131K 0.01%
2,770
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$130K 0.01%
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794
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3,062
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795
$130K 0.01%
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$129K 0.01%
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-115
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$128K 0.01%
3,956
-275
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$128K 0.01%
1,428
-238
799
$127K 0.01%
3,316
-202
800
$126K 0.01%
2,308
-882
30 31
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