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
1051
$64K 0.01%
971
1052
$64K 0.01%
577
-51
1053
$64K 0.01%
1,177
-352
1054
$63K 0.01%
2,595
+354
1055
$63K 0.01%
702
-117
1056
$63K 0.01%
2,364
+1,670
1057
$63K 0.01%
4,500
1058
$63K 0.01%
2,049
-43
1059
$63K 0.01%
2,437
1060
$63K 0.01%
1,054
-367
1061
$62K ﹤0.01%
237
+101
1062
$62K ﹤0.01%
445
+109
1063
$62K ﹤0.01%
730
-8
1064
$62K ﹤0.01%
677
+520
1065
$62K ﹤0.01%
1,220
+16
1066
$62K ﹤0.01%
2,080
+1,663
1067
$62K ﹤0.01%
1,678
+38
1068
$62K ﹤0.01%
1,906
-61
1069
$61K ﹤0.01%
1,460
1070
$61K ﹤0.01%
78
+1
1071
$61K ﹤0.01%
1,082
-692
1072
$61K ﹤0.01%
326
-30
1073
$61K ﹤0.01%
1,604
-47
1074
$60K ﹤0.01%
+2,108
1075
$60K ﹤0.01%
59
41 42
43
44 45