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
976
$77K 0.01%
1,438
-1,600
977
$77K 0.01%
1,313
+978
978
$77K 0.01%
885
+2
979
$77K 0.01%
87
-1
980
$77K 0.01%
2,256
+379
981
$76K 0.01%
2,238
+24
982
$76K 0.01%
1,300
983
$76K 0.01%
1,674
+1
984
$76K 0.01%
+2,861
985
$76K 0.01%
1,561
+524
986
$75K 0.01%
1,955
987
$75K 0.01%
412
+2
988
$75K 0.01%
3,407
-1,358
989
$74K 0.01%
1,343
-665
990
$74K 0.01%
857
-14,290
991
$74K 0.01%
300
-200
992
$74K 0.01%
1,019
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993
$74K 0.01%
868
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994
$74K 0.01%
403
-2,652
995
$74K 0.01%
1,566
+1,400
996
$73K 0.01%
334
-3
997
$73K 0.01%
323
-46
998
$73K 0.01%
2,913
-161
999
$73K 0.01%
3,087
-2
1000
$73K 0.01%
3,005
+330
38 39
40
41 42