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
976
$77K 0.01%
87
-1
977
$77K 0.01%
2,256
+379
978
$77K 0.01%
1,609
-11
979
$77K 0.01%
1,418
-1,577
980
$77K 0.01%
1,313
+978
981
$77K 0.01%
885
+2
982
$76K 0.01%
1,300
983
$76K 0.01%
1,674
+1
984
$76K 0.01%
2,238
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985
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986
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987
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988
$75K 0.01%
412
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3,407
-1,358
990
$74K 0.01%
403
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300
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996
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$73K 0.01%
334
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$73K 0.01%
323
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999
$73K 0.01%
2,913
-161
1000
$73K 0.01%
3,087
-2
38 39
40
41 42