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
1226
$42K ﹤0.01%
1,470
+709
1227
$42K ﹤0.01%
1,882
+1,755
1228
$42K ﹤0.01%
2,675
-795
1229
$41K ﹤0.01%
121
+33
1230
$41K ﹤0.01%
3,004
-196
1231
$41K ﹤0.01%
3,096
-189
1232
$41K ﹤0.01%
4,700
1233
$40K ﹤0.01%
415
-563
1234
$40K ﹤0.01%
425
1235
$40K ﹤0.01%
678
+24
1236
$40K ﹤0.01%
+1,300
1237
$40K ﹤0.01%
2,180
+1,880
1238
$40K ﹤0.01%
792
1239
$40K ﹤0.01%
1,240
+777
1240
$40K ﹤0.01%
294
+23
1241
$40K ﹤0.01%
+1,635
1242
$40K ﹤0.01%
1,368
+63
1243
$40K ﹤0.01%
520
1244
$39K ﹤0.01%
1,556
-86
1245
$39K ﹤0.01%
+350
1246
$39K ﹤0.01%
985
-154
1247
$39K ﹤0.01%
1,105
+165
1248
$39K ﹤0.01%
+800
1249
$39K ﹤0.01%
414
-73
1250
$39K ﹤0.01%
756
+252
48 49
50
51 52