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
951
$82K 0.01%
1,928
952
$82K 0.01%
1,698
+204
953
$82K 0.01%
1,409
+1,392
954
$81K 0.01%
966
-113
955
$81K 0.01%
2,340
+146
956
$81K 0.01%
1,972
-112
957
$81K 0.01%
+1,575
958
$81K 0.01%
3,734
-1,331
959
$80K 0.01%
3,075
-921
960
$80K 0.01%
1,032
-4
961
$80K 0.01%
734
-95
962
$80K 0.01%
2,209
-295
963
$80K 0.01%
2,640
+2,370
964
$80K 0.01%
5,051
-754
965
$80K 0.01%
711
-9
966
$80K 0.01%
6,705
967
$79K 0.01%
1,723
+1,683
968
$79K 0.01%
5,080
+2,341
969
$79K 0.01%
467
-115
970
$79K 0.01%
8,304
+2,810
971
$78K 0.01%
2,701
+2,620
972
$78K 0.01%
1,877
+18
973
$78K 0.01%
857
+67
974
$78K 0.01%
402
+75
975
$77K 0.01%
1,609
-11
37 38
39
40 41