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
1076
$60K ﹤0.01%
59
1077
$60K ﹤0.01%
1,004
-83
1078
$60K ﹤0.01%
705
+8
1079
$60K ﹤0.01%
838
-3,769
1080
$60K ﹤0.01%
461
+1
1081
$59K ﹤0.01%
796
-11
1082
$59K ﹤0.01%
507
+4
1083
$59K ﹤0.01%
1,516
-930
1084
$59K ﹤0.01%
3,826
+1,352
1085
$59K ﹤0.01%
1,581
+164
1086
$59K ﹤0.01%
1,650
+1,235
1087
$59K ﹤0.01%
2,784
-2,359
1088
$59K ﹤0.01%
335
-73
1089
$59K ﹤0.01%
742
-91
1090
$59K ﹤0.01%
1,081
-527
1091
$58K ﹤0.01%
857
+1
1092
$58K ﹤0.01%
1,464
+35
1093
$58K ﹤0.01%
+5,069
1094
$58K ﹤0.01%
1,182
+56
1095
$58K ﹤0.01%
1,687
-541
1096
$58K ﹤0.01%
393
-1,983
1097
$58K ﹤0.01%
1,392
+499
1098
$58K ﹤0.01%
494
-2
1099
$57K ﹤0.01%
817
-80
1100
$57K ﹤0.01%
2,096
42 43
44
45 46