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
1326
$32K ﹤0.01%
1,729
+746
1327
$32K ﹤0.01%
+465
1328
$32K ﹤0.01%
956
+35
1329
$32K ﹤0.01%
445
1330
$32K ﹤0.01%
870
-227
1331
$31K ﹤0.01%
152
+23
1332
$31K ﹤0.01%
2,356
+14
1333
$31K ﹤0.01%
697
1334
$31K ﹤0.01%
750
-24,893
1335
$31K ﹤0.01%
850
1336
$31K ﹤0.01%
+2,680
1337
$31K ﹤0.01%
3,285
+2
1338
$31K ﹤0.01%
232
+107
1339
$31K ﹤0.01%
1,405
+114
1340
$31K ﹤0.01%
602
-795
1341
$31K ﹤0.01%
+728
1342
$31K ﹤0.01%
578
+2
1343
$31K ﹤0.01%
667
+56
1344
$31K ﹤0.01%
779
+479
1345
$31K ﹤0.01%
+1,536
1346
$31K ﹤0.01%
+784
1347
$30K ﹤0.01%
275
-14
1348
$30K ﹤0.01%
750
+100
1349
$30K ﹤0.01%
806
+58
1350
$30K ﹤0.01%
550
-52
52 53
54
55 56