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
76
$3.54M 0.28%
169,099
-8,781
77
$3.52M 0.28%
24,640
+3,562
78
$3.47M 0.28%
50,080
-1,580
79
$3.38M 0.27%
28,801
+2,107
80
$3.36M 0.27%
56,420
-12,684
81
$3.33M 0.26%
19,781
+15,000
82
$3.18M 0.25%
113,391
+18,517
83
$3.12M 0.25%
19,516
+1,952
84
$3.01M 0.24%
10,405
-4,800
85
$2.98M 0.24%
175,005
-24,594
86
$2.96M 0.23%
64,231
-5,697
87
$2.92M 0.23%
60,879
-11,020
88
$2.92M 0.23%
92,839
+8,308
89
$2.91M 0.23%
51,120
+203
90
$2.89M 0.23%
6,810
-701
91
$2.89M 0.23%
13,451
-302
92
$2.89M 0.23%
29,985
+5,002
93
$2.85M 0.23%
64,540
+20,637
94
$2.83M 0.22%
50,657
+1,659
95
$2.82M 0.22%
32,582
+4,056
96
$2.8M 0.22%
13,126
-706
97
$2.68M 0.21%
67,554
-2,889
98
$2.67M 0.21%
54,366
-33,656
99
$2.66M 0.21%
25,409
-2,028
100
$2.63M 0.21%
159,516
-25,848
2 3
4
5 6