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
1001
$73K 0.01%
3,005
+330
1002
$73K 0.01%
2,174
+916
1003
$73K 0.01%
1,744
-1,017
1004
$72K 0.01%
2,100
1005
$72K 0.01%
159
+44
1006
$71K 0.01%
6,733
-122
1007
$71K 0.01%
+985
1008
$71K 0.01%
13,738
1009
$71K 0.01%
1,650
1010
$71K 0.01%
2,000
1011
$70K 0.01%
978
+770
1012
$70K 0.01%
1,340
-6
1013
$69K 0.01%
2,550
-7
1014
$69K 0.01%
292
+26
1015
$69K 0.01%
139
+47
1016
$69K 0.01%
4,255
-1,987
1017
$68K 0.01%
1,328
-359
1018
$68K 0.01%
841
1019
$68K 0.01%
287
-88
1020
$68K 0.01%
6,911
+552
1021
$68K 0.01%
499
-131
1022
$68K 0.01%
1,223
+43
1023
$67K 0.01%
1,674
-839
1024
$67K 0.01%
2,564
+621
1025
$67K 0.01%
1,220
39 40
41
42 43