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
801
$126K 0.01%
944
+781
802
$126K 0.01%
2,308
-882
803
$125K 0.01%
1,873
-274
804
$125K 0.01%
682
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805
$125K 0.01%
5,603
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$125K 0.01%
5,724
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807
$124K 0.01%
743
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$124K 0.01%
7,321
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809
$124K 0.01%
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811
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812
$123K 0.01%
710
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-31,732
815
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$121K 0.01%
3,545
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$120K 0.01%
253
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822
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3,312
823
$120K 0.01%
4,480
824
$120K 0.01%
4,032
-1,401
825
$119K 0.01%
10,000
+6,000
31 32
33
34 35