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
1351
$30K ﹤0.01%
3,829
+900
1352
$30K ﹤0.01%
+754
1353
$30K ﹤0.01%
886
+407
1354
$30K ﹤0.01%
1,422
+126
1355
$30K ﹤0.01%
702
-43
1356
$30K ﹤0.01%
818
-168
1357
$29K ﹤0.01%
3,600
-1,000
1358
$29K ﹤0.01%
275
+40
1359
$29K ﹤0.01%
2,822
+2,352
1360
$29K ﹤0.01%
373
-234
1361
$29K ﹤0.01%
336
+35
1362
$28K ﹤0.01%
+749
1363
$28K ﹤0.01%
454
-861
1364
$28K ﹤0.01%
958
+151
1365
$28K ﹤0.01%
1,441
-337
1366
$28K ﹤0.01%
610
-111
1367
$28K ﹤0.01%
729
+61
1368
$28K ﹤0.01%
2,818
-1,104
1369
$28K ﹤0.01%
491
-315
1370
$28K ﹤0.01%
514
+85
1371
$28K ﹤0.01%
1,399
-116
1372
$28K ﹤0.01%
90
+35
1373
$28K ﹤0.01%
709
+300
1374
$28K ﹤0.01%
1,034
-7
1375
$27K ﹤0.01%
18,742
-1,399
53 54
55
56 57