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
926
$88K 0.01%
1,930
927
$87K 0.01%
1,144
+629
928
$87K 0.01%
3,840
-184
929
$87K 0.01%
3,314
+1,898
930
$87K 0.01%
1,791
+1,679
931
$87K 0.01%
7,862
-6,141
932
$87K 0.01%
3,432
+3,400
933
$86K 0.01%
1,393
934
$86K 0.01%
1,408
-1,226
935
$86K 0.01%
279
+106
936
$86K 0.01%
633
-2
937
$86K 0.01%
+4,454
938
$86K 0.01%
3,400
+1,000
939
$85K 0.01%
781
+429
940
$85K 0.01%
1,889
+464
941
$84K 0.01%
8,250
+2,107
942
$84K 0.01%
106
-3
943
$84K 0.01%
1,557
-825
944
$84K 0.01%
2,841
+1,570
945
$84K 0.01%
1,623
-828
946
$84K 0.01%
1,709
-36
947
$83K 0.01%
7,728
+1,447
948
$83K 0.01%
4,340
+801
949
$83K 0.01%
897
+229
950
$83K 0.01%
1,208
+62
36 37
38
39 40