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
1101
$57K ﹤0.01%
+1,642
1102
$57K ﹤0.01%
906
-113
1103
$57K ﹤0.01%
1,315
+378
1104
$57K ﹤0.01%
1,934
-179,582
1105
$57K ﹤0.01%
571
+511
1106
$57K ﹤0.01%
1,807
-1,222
1107
$57K ﹤0.01%
805
+227
1108
$56K ﹤0.01%
1,685
1109
$56K ﹤0.01%
774
-211
1110
$56K ﹤0.01%
2,618
-780
1111
$56K ﹤0.01%
1,051
+274
1112
$56K ﹤0.01%
728
1113
$55K ﹤0.01%
896
+315
1114
$55K ﹤0.01%
701
+680
1115
$55K ﹤0.01%
1,816
+1,028
1116
$55K ﹤0.01%
6,519
1117
$55K ﹤0.01%
1,677
+1,533
1118
$55K ﹤0.01%
704
+260
1119
$55K ﹤0.01%
1,480
+1,453
1120
$54K ﹤0.01%
2,715
+360
1121
$54K ﹤0.01%
2,485
-985
1122
$54K ﹤0.01%
1,689
1123
$54K ﹤0.01%
894
+199
1124
$54K ﹤0.01%
155
+76
1125
$54K ﹤0.01%
291
+107
43 44
45
46 47