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
1026
$67K 0.01%
3,554
-506
1027
$67K 0.01%
339
-18
1028
$67K 0.01%
755
-211
1029
$67K 0.01%
2,100
-1,080
1030
$67K 0.01%
3,035
-1,027
1031
$66K 0.01%
1,106
-8
1032
$66K 0.01%
498
-1,725
1033
$66K 0.01%
351
-138
1034
$66K 0.01%
482
+466
1035
$66K 0.01%
2,786
-16,433
1036
$65K 0.01%
2,814
-1,157
1037
$65K 0.01%
920
-49
1038
$65K 0.01%
387
+6
1039
$65K 0.01%
2,650
-64
1040
$64K 0.01%
1,130
-2,915
1041
$64K 0.01%
6,464
-2,161
1042
$64K 0.01%
1,607
-246
1043
$64K 0.01%
1,350
1044
$64K 0.01%
1,819
1045
$64K 0.01%
1,186
+330
1046
$64K 0.01%
463
-309
1047
$64K 0.01%
1,177
-352
1048
$64K 0.01%
971
1049
$64K 0.01%
2,616
+851
1050
$64K 0.01%
974
+114
40 41
42
43 44