IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$10.9M
2
+$7.83M
3
+$7.45M
4
IAU icon
iShares Gold Trust
IAU
+$6.42M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$5.87M

Top Sells

1
+$7.49M
2
+$5.27M
3
+$3.43M
4
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$2.86M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.49M

Sector Composition

1 Technology 9.09%
2 Financials 4.8%
3 Healthcare 4.69%
4 Consumer Discretionary 4.52%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$36K ﹤0.01%
370
1277
$36K ﹤0.01%
925
-352
1278
$36K ﹤0.01%
1,767
1279
$36K ﹤0.01%
462
+304
1280
$36K ﹤0.01%
1,352
-300
1281
$36K ﹤0.01%
1,172
+1,162
1282
$36K ﹤0.01%
+345
1283
$36K ﹤0.01%
1,381
1284
$36K ﹤0.01%
616
-318
1285
$35K ﹤0.01%
1,190
1286
$35K ﹤0.01%
762
-6
1287
$35K ﹤0.01%
23,522
-3,795
1288
$35K ﹤0.01%
880
1289
$35K ﹤0.01%
1,434
-2,110
1290
$35K ﹤0.01%
188
1291
$35K ﹤0.01%
8,064
+1,400
1292
$34K ﹤0.01%
617
1293
$34K ﹤0.01%
602
1294
$34K ﹤0.01%
1,253
+951
1295
$34K ﹤0.01%
667
+7
1296
$34K ﹤0.01%
288
+133
1297
$34K ﹤0.01%
2,152
+1,769
1298
$34K ﹤0.01%
452
1299
$34K ﹤0.01%
613
-17
1300
$34K ﹤0.01%
2,347
+813
50 51
52
53 54