IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$10.9M
2
+$7.83M
3
+$7.45M
4
IAU icon
iShares Gold Trust
IAU
+$6.42M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$5.87M

Top Sells

1
+$7.49M
2
+$5.27M
3
+$3.43M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.86M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.49M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$50K ﹤0.01%
1,327
1152
$50K ﹤0.01%
1,650
1153
$50K ﹤0.01%
6,125
-760
1154
$50K ﹤0.01%
1,281
+873
1155
$50K ﹤0.01%
1,508
-818
1156
$50K ﹤0.01%
1,653
-176
1157
$50K ﹤0.01%
19,200
1158
$50K ﹤0.01%
1,379
-677
1159
$50K ﹤0.01%
414
-3
1160
$49K ﹤0.01%
4,216
+2,285
1161
$49K ﹤0.01%
287
1162
$49K ﹤0.01%
1
1163
$49K ﹤0.01%
399
-19
1164
$49K ﹤0.01%
129
+83
1165
$48K ﹤0.01%
720
-3
1166
$48K ﹤0.01%
1,750
1167
$48K ﹤0.01%
10,000
-2,500
1168
$48K ﹤0.01%
631
+15
1169
$48K ﹤0.01%
377
+85
1170
$48K ﹤0.01%
235
+151
1171
$48K ﹤0.01%
2,249
+12
1172
$48K ﹤0.01%
866
-242
1173
$48K ﹤0.01%
6,474
-624
1174
$48K ﹤0.01%
348
+299
1175
$47K ﹤0.01%
2,399
-4,686
45 46
47
48 49