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
876
$102K 0.01%
2,624
877
$102K 0.01%
11,403
-3,846
878
$102K 0.01%
529
+83
879
$102K 0.01%
162
-15
880
$102K 0.01%
1,413
+551
881
$101K 0.01%
10,233
+8,266
882
$101K 0.01%
690
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883
$101K 0.01%
1,914
+911
884
$100K 0.01%
5,586
+1,462
885
$100K 0.01%
2,230
886
$100K 0.01%
2,665
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887
$99K 0.01%
2,500
+36
888
$99K 0.01%
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-32
889
$98K 0.01%
4,100
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890
$98K 0.01%
320
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891
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892
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893
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894
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895
$97K 0.01%
242
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896
$97K 0.01%
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897
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5,666
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898
$96K 0.01%
3,707
-260
899
$96K 0.01%
1,648
+1,238
900
$96K 0.01%
5,808
+219
34 35
36
37 38