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
1126
$54K ﹤0.01%
1,113
-19
1127
$53K ﹤0.01%
834
-274
1128
$53K ﹤0.01%
869
-305
1129
$53K ﹤0.01%
2,021
+1,255
1130
$53K ﹤0.01%
644
+1
1131
$53K ﹤0.01%
1,708
-2
1132
$53K ﹤0.01%
1,624
+5
1133
$53K ﹤0.01%
950
1134
$53K ﹤0.01%
1,100
1135
$52K ﹤0.01%
528
-14,502
1136
$52K ﹤0.01%
685
-1,369
1137
$52K ﹤0.01%
3,066
-743
1138
$52K ﹤0.01%
2,265
1139
$52K ﹤0.01%
6,269
+234
1140
$52K ﹤0.01%
951
1141
$52K ﹤0.01%
1,305
1142
$52K ﹤0.01%
664
+20
1143
$51K ﹤0.01%
1,526
-12,978
1144
$51K ﹤0.01%
1,284
+1,059
1145
$51K ﹤0.01%
313
-54
1146
$51K ﹤0.01%
958
-93
1147
$51K ﹤0.01%
1,615
1148
$51K ﹤0.01%
222
-346
1149
$51K ﹤0.01%
1,410
+86
1150
$51K ﹤0.01%
+590
44 45
46
47 48