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
901
$94K 0.01%
2,614
902
$94K 0.01%
1,230
-7,795
903
$94K 0.01%
104
904
$93K 0.01%
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-375
905
$93K 0.01%
8,454
+1,156
906
$93K 0.01%
+1,920
907
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952
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908
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-1,319
909
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910
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518
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911
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912
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913
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3,038
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915
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360
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924
$89K 0.01%
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925
$88K 0.01%
+3,602
35 36
37
38 39