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
1301
$34K ﹤0.01%
2,347
+813
1302
$34K ﹤0.01%
1,507
-631
1303
$34K ﹤0.01%
840
-54
1304
$33K ﹤0.01%
804
-649
1305
$33K ﹤0.01%
950
+331
1306
$33K ﹤0.01%
825
1307
$33K ﹤0.01%
753
-324
1308
$33K ﹤0.01%
35
+19
1309
$33K ﹤0.01%
8,163
-128
1310
$33K ﹤0.01%
298
-13
1311
$33K ﹤0.01%
2,228
-25
1312
$33K ﹤0.01%
274
-154
1313
$33K ﹤0.01%
1,555
+1,250
1314
$33K ﹤0.01%
974
1315
$33K ﹤0.01%
500
-1,043
1316
$33K ﹤0.01%
2,144
+32
1317
$33K ﹤0.01%
504
+5
1318
$32K ﹤0.01%
1,733
-266
1319
$32K ﹤0.01%
619
-1,967
1320
$32K ﹤0.01%
113
-54
1321
$32K ﹤0.01%
+2,024
1322
$32K ﹤0.01%
351
-111
1323
$32K ﹤0.01%
288
-13
1324
$32K ﹤0.01%
2,127
-164
1325
$32K ﹤0.01%
667
+16
51 52
53
54 55