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
101
$2.63M 0.21%
8,160
+6,979
102
$2.62M 0.21%
19,878
+2,834
103
$2.59M 0.21%
14,197
+650
104
$2.58M 0.2%
19,687
+1,297
105
$2.57M 0.2%
28,091
+23,602
106
$2.53M 0.2%
64,161
+26,526
107
$2.53M 0.2%
63,390
-3,549
108
$2.5M 0.2%
48,748
-135
109
$2.48M 0.2%
30,722
+1,592
110
$2.48M 0.2%
48,132
+1,851
111
$2.48M 0.2%
44,865
+43,503
112
$2.47M 0.2%
27,812
+10,860
113
$2.43M 0.19%
196,936
-47,568
114
$2.43M 0.19%
14,062
+12,068
115
$2.41M 0.19%
46,694
+1,647
116
$2.41M 0.19%
12,727
-2,406
117
$2.38M 0.19%
30,312
+5,410
118
$2.37M 0.19%
24,693
+1,555
119
$2.35M 0.19%
23,881
-2,652
120
$2.33M 0.18%
52,679
+549
121
$2.31M 0.18%
76,132
+22,527
122
$2.3M 0.18%
17,643
+17,046
123
$2.3M 0.18%
22,386
+3,085
124
$2.29M 0.18%
18,636
+13,765
125
$2.27M 0.18%
37,311
-1,974
3 4
5
6 7