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
1301
$34K ﹤0.01%
1,507
-631
1302
$34K ﹤0.01%
840
-54
1303
$33K ﹤0.01%
950
+331
1304
$33K ﹤0.01%
35
+19
1305
$33K ﹤0.01%
8,163
-128
1306
$33K ﹤0.01%
1,555
+1,250
1307
$33K ﹤0.01%
274
-154
1308
$33K ﹤0.01%
974
1309
$33K ﹤0.01%
500
-1,043
1310
$33K ﹤0.01%
2,144
+32
1311
$33K ﹤0.01%
504
+5
1312
$33K ﹤0.01%
825
1313
$33K ﹤0.01%
753
-324
1314
$33K ﹤0.01%
804
-649
1315
$33K ﹤0.01%
298
-13
1316
$33K ﹤0.01%
2,228
-25
1317
$32K ﹤0.01%
1,729
+746
1318
$32K ﹤0.01%
+465
1319
$32K ﹤0.01%
956
+35
1320
$32K ﹤0.01%
445
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