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
851
$110K 0.01%
7,726
-1,294
852
$110K 0.01%
4,594
+1,371
853
$109K 0.01%
953
+8
854
$109K 0.01%
3,615
+812
855
$108K 0.01%
4,534
856
$108K 0.01%
5,038
+3,125
857
$108K 0.01%
1,233
+37
858
$107K 0.01%
1,876
-162
859
$107K 0.01%
+10,046
860
$107K 0.01%
2,618
861
$107K 0.01%
514
-153
862
$107K 0.01%
+4,170
863
$107K 0.01%
1,035
864
$106K 0.01%
1,801
-387
865
$106K 0.01%
619
866
$105K 0.01%
1,616
+198
867
$105K 0.01%
4,067
-1,277
868
$104K 0.01%
1,934
-123
869
$104K 0.01%
5,713
+3,982
870
$103K 0.01%
2,369
-4,680
871
$103K 0.01%
1,600
+400
872
$103K 0.01%
8,093
+5,168
873
$103K 0.01%
12,087
874
$103K 0.01%
3,100
-2,874
875
$103K 0.01%
3,159
+3
33 34
35
36 37