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
801
$126K 0.01%
3,715
+372
802
$126K 0.01%
9,826
+1,035
803
$126K 0.01%
944
+781
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$125K 0.01%
1,873
-274
805
$125K 0.01%
682
-1
806
$125K 0.01%
5,603
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807
$125K 0.01%
5,724
-1,340
808
$124K 0.01%
743
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809
$124K 0.01%
7,321
+2,684
810
$124K 0.01%
917
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811
$124K 0.01%
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812
$123K 0.01%
710
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813
$123K 0.01%
2,983
-202
814
$123K 0.01%
1,806
-31,732
815
$123K 0.01%
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$122K 0.01%
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817
$122K 0.01%
5,212
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818
$121K 0.01%
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$121K 0.01%
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820
$121K 0.01%
4,512
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821
$121K 0.01%
3,545
-469
822
$120K 0.01%
253
-41
823
$120K 0.01%
3,312
824
$120K 0.01%
4,480
825
$120K 0.01%
4,032
-1,401
31 32
33
34 35