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
926
$88K 0.01%
+3,602
927
$88K 0.01%
1,930
928
$87K 0.01%
1,144
+629
929
$87K 0.01%
3,840
-184
930
$87K 0.01%
3,314
+1,898
931
$87K 0.01%
1,791
+1,679
932
$87K 0.01%
7,862
-6,141
933
$87K 0.01%
3,432
+3,400
934
$86K 0.01%
1,393
935
$86K 0.01%
1,408
-1,226
936
$86K 0.01%
279
+106
937
$86K 0.01%
633
-2
938
$86K 0.01%
+4,454
939
$86K 0.01%
3,400
+1,000
940
$85K 0.01%
781
+429
941
$85K 0.01%
1,889
+464
942
$84K 0.01%
1,557
-825
943
$84K 0.01%
8,250
+2,107
944
$84K 0.01%
106
-3
945
$84K 0.01%
2,841
+1,570
946
$84K 0.01%
1,623
-828
947
$84K 0.01%
1,709
-36
948
$83K 0.01%
7,728
+1,447
949
$83K 0.01%
897
+229
950
$83K 0.01%
1,208
+62
36 37
38
39 40