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
1201
$45K ﹤0.01%
1,020
-28
1202
$45K ﹤0.01%
817
-182
1203
$45K ﹤0.01%
937
+692
1204
$45K ﹤0.01%
+1,154
1205
$44K ﹤0.01%
1,659
+1,600
1206
$44K ﹤0.01%
1,043
-295
1207
$44K ﹤0.01%
1,570
1208
$44K ﹤0.01%
1,050
1209
$44K ﹤0.01%
384
-327
1210
$44K ﹤0.01%
647
+263
1211
$44K ﹤0.01%
2,660
-466
1212
$44K ﹤0.01%
450
-175
1213
$44K ﹤0.01%
366
-159
1214
$43K ﹤0.01%
743
+30
1215
$43K ﹤0.01%
659
1216
$43K ﹤0.01%
2,259
+1,180
1217
$43K ﹤0.01%
6,080
+6,000
1218
$43K ﹤0.01%
711
1219
$43K ﹤0.01%
871
-330
1220
$43K ﹤0.01%
1,014
-386
1221
$43K ﹤0.01%
2,408
1222
$42K ﹤0.01%
1,232
+903
1223
$42K ﹤0.01%
1,167
-288
1224
$42K ﹤0.01%
954
+925
1225
$42K ﹤0.01%
1,484
-657
47 48
49
50 51