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
1276
$36K ﹤0.01%
1,352
-300
1277
$36K ﹤0.01%
1,172
+1,162
1278
$36K ﹤0.01%
+345
1279
$36K ﹤0.01%
1,381
1280
$36K ﹤0.01%
1,177
-519
1281
$36K ﹤0.01%
616
-318
1282
$36K ﹤0.01%
788
-10
1283
$36K ﹤0.01%
+1,149
1284
$36K ﹤0.01%
370
1285
$36K ﹤0.01%
788
1286
$35K ﹤0.01%
762
-6
1287
$35K ﹤0.01%
23,522
-3,795
1288
$35K ﹤0.01%
1,190
1289
$35K ﹤0.01%
880
1290
$35K ﹤0.01%
1,434
-2,110
1291
$35K ﹤0.01%
188
1292
$35K ﹤0.01%
8,064
+1,400
1293
$34K ﹤0.01%
617
1294
$34K ﹤0.01%
602
1295
$34K ﹤0.01%
1,253
+951
1296
$34K ﹤0.01%
667
+7
1297
$34K ﹤0.01%
288
+133
1298
$34K ﹤0.01%
2,152
+1,769
1299
$34K ﹤0.01%
452
1300
$34K ﹤0.01%
613
-17
50 51
52
53 54