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
1251
$39K ﹤0.01%
1,611
-25
1252
$39K ﹤0.01%
996
+93
1253
$39K ﹤0.01%
691
+25
1254
$39K ﹤0.01%
2,984
1255
$38K ﹤0.01%
484
-96
1256
$38K ﹤0.01%
2,252
-1,676
1257
$38K ﹤0.01%
812
+212
1258
$38K ﹤0.01%
1,039
+77
1259
$38K ﹤0.01%
184
+7
1260
$37K ﹤0.01%
484
1261
$37K ﹤0.01%
590
-100
1262
$37K ﹤0.01%
1,548
-212
1263
$37K ﹤0.01%
2,958
1264
$37K ﹤0.01%
467
-1
1265
$37K ﹤0.01%
91
-22
1266
$37K ﹤0.01%
1,326
+30
1267
$37K ﹤0.01%
370
-38
1268
$36K ﹤0.01%
500
-2,090
1269
$36K ﹤0.01%
643
-225
1270
$36K ﹤0.01%
2,100
1271
$36K ﹤0.01%
925
-352
1272
$36K ﹤0.01%
1,767
1273
$36K ﹤0.01%
462
+304
1274
$36K ﹤0.01%
1,280
-340
1275
$36K ﹤0.01%
91
+13
49 50
51
52 53