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
1176
$47K ﹤0.01%
17,078
1177
$47K ﹤0.01%
1,677
-293
1178
$47K ﹤0.01%
1,729
1179
$47K ﹤0.01%
3,258
-156
1180
$47K ﹤0.01%
723
-270
1181
$47K ﹤0.01%
1,837
-500
1182
$47K ﹤0.01%
2,399
-4,686
1183
$47K ﹤0.01%
3,114
-345
1184
$46K ﹤0.01%
430
+399
1185
$46K ﹤0.01%
1,429
-343
1186
$46K ﹤0.01%
1,500
+1,300
1187
$46K ﹤0.01%
894
1188
$46K ﹤0.01%
1,645
-31
1189
$46K ﹤0.01%
2,892
1190
$46K ﹤0.01%
1,136
-498
1191
$46K ﹤0.01%
554
-37
1192
$46K ﹤0.01%
1,133
1193
$46K ﹤0.01%
+968
1194
$45K ﹤0.01%
9,722
+2,442
1195
$45K ﹤0.01%
3,845
+2,193
1196
$45K ﹤0.01%
2,653
+1,660
1197
$45K ﹤0.01%
4,860
-86,538
1198
$45K ﹤0.01%
903
-905
1199
$45K ﹤0.01%
711
-13,212
1200
$45K ﹤0.01%
2,006
-35
46 47
48
49 50