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
826
$118K 0.01%
16,473
+2,687
827
$117K 0.01%
4,198
828
$117K 0.01%
954
-52
829
$116K 0.01%
1,153
-36
830
$116K 0.01%
1,153
831
$116K 0.01%
5,917
+2,552
832
$116K 0.01%
1,971
+149
833
$115K 0.01%
1,202
-343
834
$115K 0.01%
5,478
+668
835
$115K 0.01%
6,415
836
$114K 0.01%
2,477
+548
837
$114K 0.01%
23,754
+11,433
838
$114K 0.01%
2,125
-225
839
$114K 0.01%
2,982
-800
840
$113K 0.01%
1,854
-5
841
$113K 0.01%
1,395
+74
842
$113K 0.01%
1,410
+20
843
$113K 0.01%
4,256
844
$112K 0.01%
2,576
845
$112K 0.01%
5,845
-1,707
846
$112K 0.01%
2,055
+1,087
847
$112K 0.01%
6,321
-1,669
848
$111K 0.01%
4,459
-388
849
$111K 0.01%
6,044
+1,938
850
$110K 0.01%
7,726
-1,294
32 33
34
35 36