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
1051
$64K 0.01%
10,521
+6,013
1052
$64K 0.01%
2,848
-1,172
1053
$64K 0.01%
7,332
+432
1054
$64K 0.01%
577
-51
1055
$63K 0.01%
2,437
1056
$63K 0.01%
1,054
-367
1057
$63K 0.01%
2,595
+354
1058
$63K 0.01%
702
-117
1059
$63K 0.01%
2,364
+1,670
1060
$63K 0.01%
4,500
1061
$63K 0.01%
2,049
-43
1062
$62K ﹤0.01%
677
+520
1063
$62K ﹤0.01%
1,220
+16
1064
$62K ﹤0.01%
2,080
+1,663
1065
$62K ﹤0.01%
1,678
+38
1066
$62K ﹤0.01%
1,906
-61
1067
$62K ﹤0.01%
237
+101
1068
$62K ﹤0.01%
445
+109
1069
$62K ﹤0.01%
730
-8
1070
$61K ﹤0.01%
1,460
1071
$61K ﹤0.01%
78
+1
1072
$61K ﹤0.01%
1,082
-692
1073
$61K ﹤0.01%
326
-30
1074
$61K ﹤0.01%
1,604
-47
1075
$60K ﹤0.01%
+2,108
41 42
43
44 45