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
826
$119K 0.01%
10,000
+6,000
827
$118K 0.01%
16,473
+2,687
828
$117K 0.01%
4,198
829
$117K 0.01%
954
-52
830
$116K 0.01%
5,917
+2,552
831
$116K 0.01%
1,971
+149
832
$116K 0.01%
1,153
-36
833
$116K 0.01%
1,153
834
$115K 0.01%
1,202
-343
835
$115K 0.01%
5,478
+668
836
$115K 0.01%
6,415
837
$114K 0.01%
2,477
+548
838
$114K 0.01%
23,754
+11,433
839
$114K 0.01%
2,125
-225
840
$114K 0.01%
2,982
-800
841
$113K 0.01%
1,854
-5
842
$113K 0.01%
1,395
+74
843
$113K 0.01%
282
+4
844
$113K 0.01%
4,256
845
$112K 0.01%
2,576
846
$112K 0.01%
5,845
-1,707
847
$112K 0.01%
2,055
+1,087
848
$112K 0.01%
6,321
-1,669
849
$111K 0.01%
4,459
-388
850
$111K 0.01%
6,044
+1,938
32 33
34
35 36