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
1151
$51K ﹤0.01%
974
-862
1152
$50K ﹤0.01%
1,327
1153
$50K ﹤0.01%
1,650
1154
$50K ﹤0.01%
6,125
-760
1155
$50K ﹤0.01%
1,281
+873
1156
$50K ﹤0.01%
1,508
-818
1157
$50K ﹤0.01%
1,653
-176
1158
$50K ﹤0.01%
19,200
1159
$50K ﹤0.01%
414
-3
1160
$50K ﹤0.01%
1,379
-677
1161
$49K ﹤0.01%
399
-19
1162
$49K ﹤0.01%
4,216
+2,285
1163
$49K ﹤0.01%
287
1164
$49K ﹤0.01%
13
+1
1165
$49K ﹤0.01%
129
+83
1166
$48K ﹤0.01%
10,000
-2,500
1167
$48K ﹤0.01%
631
+15
1168
$48K ﹤0.01%
377
+85
1169
$48K ﹤0.01%
235
+151
1170
$48K ﹤0.01%
2,249
+12
1171
$48K ﹤0.01%
720
-3
1172
$48K ﹤0.01%
866
-242
1173
$48K ﹤0.01%
6,474
-624
1174
$48K ﹤0.01%
348
+299
1175
$48K ﹤0.01%
1,750
45 46
47
48 49